WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,436
New
Increased
Reduced
Closed

Top Sells

1 +$8.05M
2 +$7.71M
3 +$6.58M
4
IYW icon
iShares US Technology ETF
IYW
+$6.14M
5
IYH icon
iShares US Healthcare ETF
IYH
+$5.66M

Sector Composition

1 Energy 17.81%
2 Consumer Staples 10.1%
3 Financials 5.9%
4 Technology 5.47%
5 Utilities 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1K ﹤0.01%
53
-285
1952
$1K ﹤0.01%
95
-5
1953
$1K ﹤0.01%
1,000
1954
$1K ﹤0.01%
200
1955
$1K ﹤0.01%
200
1956
$1K ﹤0.01%
+78
1957
0
1958
$0 ﹤0.01%
28
+1
1959
-2,000
1960
-30
1961
-3,300
1962
-40
1963
-1,184
1964
-608
1965
-540
1966
-73
1967
-10
1968
-750
1969
-133
1970
-571
1971
$0 ﹤0.01%
3
1972
-190
1973
-18
1974
-56
1975
-1,500