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
$601M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$14M
3
+$10.5M
4
CVX icon
Chevron
CVX
+$9.47M
5
AMLP icon
Alerian MLP ETF
AMLP
+$8.04M

Top Sells

No sells this quarter

Sector Composition

1 Energy 15.66%
2 Consumer Staples 9.62%
3 Financials 5.73%
4 Utilities 5.38%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$145K 0.02%
+2,247
552
$145K 0.02%
+23,715
553
$145K 0.02%
+11,734
554
$144K 0.02%
+9,565
555
$143K 0.02%
+7,649
556
$143K 0.02%
+30,040
557
$142K 0.02%
+4,512
558
$142K 0.02%
+1,655
559
$142K 0.02%
+3,114
560
$141K 0.02%
+4,800
561
$141K 0.02%
+18,840
562
$140K 0.02%
+8,123
563
$138K 0.02%
+6,800
564
$138K 0.02%
+10,194
565
$138K 0.02%
+9,647
566
$137K 0.02%
+5,520
567
$137K 0.02%
+2,911
568
$136K 0.02%
+1,922
569
$135K 0.02%
+2,800
570
$134K 0.02%
+10,602
571
$134K 0.02%
+4,389
572
$133K 0.02%
+22,426
573
$133K 0.02%
+2,173
574
$133K 0.02%
+3,930
575
$133K 0.02%
+4,961
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