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
876
$51K 0.01%
+975
877
$51K 0.01%
+850
878
$51K 0.01%
+3,865
879
$51K 0.01%
+188
880
$51K 0.01%
+646
881
$51K 0.01%
+2,000
882
$50K 0.01%
+2,500
883
$50K 0.01%
+340
884
$50K 0.01%
+3,420
885
$50K 0.01%
+2,025
886
$50K 0.01%
+1,740
887
$50K 0.01%
+1,579
888
$49K 0.01%
+1,236
889
$49K 0.01%
+1,961
890
$49K 0.01%
+2,359
891
$49K 0.01%
+1,625
892
$49K 0.01%
+1,253
893
$49K 0.01%
+6,788
894
$49K 0.01%
+1,007
895
$49K 0.01%
+697
896
$49K 0.01%
+3,704
897
$48K 0.01%
+1,386
898
$48K 0.01%
+1,841
899
$48K 0.01%
+1,210
900
$47K 0.01%
+550
34 35
36
37 38