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
1151
$24K ﹤0.01%
+364
1152
$24K ﹤0.01%
+406
1153
$24K ﹤0.01%
+1,073
1154
$23K ﹤0.01%
+2,704
1155
$23K ﹤0.01%
+3,830
1156
$23K ﹤0.01%
+1,127
1157
$23K ﹤0.01%
+437
1158
$23K ﹤0.01%
+2,000
1159
$23K ﹤0.01%
+1,030
1160
$23K ﹤0.01%
+250
1161
$23K ﹤0.01%
+888
1162
$23K ﹤0.01%
+710
1163
$23K ﹤0.01%
+836
1164
$23K ﹤0.01%
+1,000
1165
$23K ﹤0.01%
+2,000
1166
$23K ﹤0.01%
+453
1167
$23K ﹤0.01%
+1,095
1168
$23K ﹤0.01%
+1,420
1169
$23K ﹤0.01%
+550
1170
$23K ﹤0.01%
+3,057
1171
$23K ﹤0.01%
+1,353
1172
$23K ﹤0.01%
+1,250
1173
$23K ﹤0.01%
+1,384
1174
$23K ﹤0.01%
+391
1175
$23K ﹤0.01%
+1,323
45 46
47
48 49