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
576
$132K 0.02%
+3,319
577
$131K 0.02%
+6,018
578
$131K 0.02%
+8,850
579
$131K 0.02%
+9,908
580
$131K 0.02%
+5,092
581
$130K 0.02%
+1,900
582
$129K 0.02%
+3,204
583
$129K 0.02%
+14,997
584
$128K 0.02%
+4,010
585
$126K 0.02%
+3,286
586
$126K 0.02%
+6,000
587
$125K 0.02%
+3,606
588
$125K 0.02%
+4,968
589
$124K 0.02%
+9,430
590
$124K 0.02%
+8,721
591
$123K 0.02%
+3,768
592
$123K 0.02%
+4,266
593
$123K 0.02%
+1,089
594
$122K 0.02%
+6,090
595
$121K 0.02%
+6,890
596
$121K 0.02%
+2,006
597
$121K 0.02%
+8,989
598
$121K 0.02%
+1,002
599
$120K 0.02%
+6,170
600
$119K 0.02%
+2,016
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