WA
WFG Advisors Portfolio holdings
AUM
$442M
1-Year Return
12.46%
This Quarter Return
+3.58%
1 Year Return
+12.46%
3 Year Return
+21.29%
5 Year Return
–
10 Year Return
–
AUM
$646M
AUM Growth
+$44.7M
(+7.4%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
15.92%
Holding
2,399
New
227
Increased
769
Reduced
529
Closed
159
Top Buys
| 1 |
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
|
+$5.04M |
| 2 |
iShares US Healthcare ETF
IYH
|
+$4.55M |
| 3 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$3.07M |
| 4 |
ProShares Short S&P500
SH
|
+$1.67M |
| 5 |
Exxon Mobil
XOM
|
+$1.51M |
Top Sells
Sector Composition
| 1 | Energy | 14.9% |
| 2 | Consumer Staples | 9.6% |
| 3 | Financials | 5.64% |
| 4 | Utilities | 5.28% |
| 5 | Industrials | 5.1% |
