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

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
2351
$0 ﹤0.01%
+5
2352
$0 ﹤0.01%
13
-2,331
2353
-483
2354
$0 ﹤0.01%
85
2355
-1,030
2356
$0 ﹤0.01%
+4
2357
$0 ﹤0.01%
17
2358
-771
2359
-105
2360
-128