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
776
$68K 0.01%
+1,557
777
$68K 0.01%
+1,240
778
$67K 0.01%
+2,373
779
$67K 0.01%
+2,747
780
$67K 0.01%
+2,923
781
$67K 0.01%
+3,654
782
$67K 0.01%
+7,150
783
$67K 0.01%
+1,468
784
$67K 0.01%
+2,269
785
$67K 0.01%
+2,175
786
$67K 0.01%
+2,400
787
$67K 0.01%
+700
788
$66K 0.01%
+80
789
$66K 0.01%
+1,584
790
$66K 0.01%
+3,282
791
$66K 0.01%
+442
792
$65K 0.01%
+2,570
793
$65K 0.01%
+1,345
794
$65K 0.01%
+2,407
795
$65K 0.01%
+1,050
796
$64K 0.01%
+10,009
797
$64K 0.01%
+10,205
798
$64K 0.01%
+12,231
799
$64K 0.01%
+1,272
800
$64K 0.01%
+1,052
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