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
676
$97K 0.02%
+8,804
677
$96K 0.02%
+2,207
678
$96K 0.02%
+1,463
679
$96K 0.02%
+2,678
680
$96K 0.02%
+1,113
681
$96K 0.02%
+4,325
682
$96K 0.02%
+2,000
683
$95K 0.02%
+3,784
684
$95K 0.02%
+9,300
685
$95K 0.02%
+1,932
686
$94K 0.02%
+7,119
687
$93K 0.02%
+4,251
688
$93K 0.02%
+3,700
689
$92K 0.02%
+6,644
690
$92K 0.02%
+7,058
691
$92K 0.02%
+3,985
692
$92K 0.02%
+10,805
693
$92K 0.02%
+1,920
694
$91K 0.02%
+9,736
695
$91K 0.02%
+2,191
696
$90K 0.02%
+6,485
697
$90K 0.02%
+1,700
698
$89K 0.01%
+412
699
$89K 0.01%
+1,686
700
$88K 0.01%
+1,906
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