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
1126
$25K ﹤0.01%
+373
1127
$25K ﹤0.01%
+331
1128
$25K ﹤0.01%
+1,000
1129
$25K ﹤0.01%
+241
1130
$25K ﹤0.01%
+422
1131
$25K ﹤0.01%
+1,000
1132
$25K ﹤0.01%
+600
1133
$25K ﹤0.01%
+588
1134
$25K ﹤0.01%
+502
1135
$25K ﹤0.01%
+286
1136
$25K ﹤0.01%
+730
1137
$25K ﹤0.01%
+442
1138
$25K ﹤0.01%
+533
1139
$24K ﹤0.01%
+1,472
1140
$24K ﹤0.01%
+539
1141
$24K ﹤0.01%
+554
1142
$24K ﹤0.01%
+705
1143
$24K ﹤0.01%
+1,093
1144
$24K ﹤0.01%
+948
1145
$24K ﹤0.01%
+550
1146
$24K ﹤0.01%
+529
1147
$24K ﹤0.01%
+400
1148
$24K ﹤0.01%
+1,870
1149
$24K ﹤0.01%
+1,042
1150
$24K ﹤0.01%
+2,562
44 45
46
47 48