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
$494M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,363
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.04M
3
+$1.96M
4
DINO icon
HF Sinclair
DINO
+$1.56M
5
VTR icon
Ventas
VTR
+$1.55M

Top Sells

1
+$10.8M
2
+$3.16M
3
+$2.82M
4
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$2.43M
5
PEI
Pennsylvania Real Estate Investment Trust
PEI
+$1.69M

Sector Composition

1 Energy 14.82%
2 Consumer Staples 11.15%
3 Financials 8.21%
4 Utilities 5.99%
5 Technology 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$0 ﹤0.01%
+30
2152
$0 ﹤0.01%
51
2153
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2154
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2155
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2156
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2157
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2158
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2159
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2160
$0 ﹤0.01%
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2161
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1
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2162
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2163
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2164
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2165
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1
2166
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2167
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2168
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+6
2169
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2170
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2171
$0 ﹤0.01%
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40
2173
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2174
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2175
$0 ﹤0.01%
50
85 86
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88 89