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
851
$55K 0.01%
+1,393
852
$55K 0.01%
+2,000
853
$55K 0.01%
+1,060
854
$55K 0.01%
+2,220
855
$54K 0.01%
+6,267
856
$54K 0.01%
+2,565
857
$54K 0.01%
+1,930
858
$54K 0.01%
+3,300
859
$54K 0.01%
+2,200
860
$54K 0.01%
+881
861
$53K 0.01%
+5,589
862
$53K 0.01%
+1,105
863
$53K 0.01%
+651
864
$53K 0.01%
+2,234
865
$53K 0.01%
+935
866
$53K 0.01%
+2,399
867
$53K 0.01%
+1,290
868
$53K 0.01%
+1,200
869
$53K 0.01%
+564
870
$52K 0.01%
+2,628
871
$52K 0.01%
+8,441
872
$52K 0.01%
+1,000
873
$52K 0.01%
+2,679
874
$52K 0.01%
+1,156
875
$51K 0.01%
+865
33 34
35
36 37