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
701
$88K 0.01%
+3,549
702
$88K 0.01%
+3,804
703
$88K 0.01%
+8,005
704
$88K 0.01%
+2,145
705
$88K 0.01%
+2,325
706
$87K 0.01%
+205
707
$87K 0.01%
+2,318
708
$87K 0.01%
+786
709
$87K 0.01%
+2,013
710
$87K 0.01%
+15,980
711
$87K 0.01%
+5,215
712
$86K 0.01%
+3,652
713
$86K 0.01%
+5,869
714
$86K 0.01%
+6,405
715
$86K 0.01%
+1,832
716
$85K 0.01%
+2,300
717
$85K 0.01%
+8,288
718
$84K 0.01%
+706
719
$84K 0.01%
+2,002
720
$84K 0.01%
+3,858
721
$84K 0.01%
+1,000
722
$84K 0.01%
+7,998
723
$84K 0.01%
+1,224
724
$83K 0.01%
+6,925
725
$83K 0.01%
+2,640
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