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
1176
$22K ﹤0.01%
+1,250
1177
$22K ﹤0.01%
+1,140
1178
$22K ﹤0.01%
+880
1179
$22K ﹤0.01%
+2,500
1180
$22K ﹤0.01%
+2,895
1181
$22K ﹤0.01%
+1,100
1182
$22K ﹤0.01%
+1,036
1183
$22K ﹤0.01%
+970
1184
$22K ﹤0.01%
+1,599
1185
$22K ﹤0.01%
+210
1186
$22K ﹤0.01%
+10,000
1187
$22K ﹤0.01%
+342
1188
$22K ﹤0.01%
+1,046
1189
$22K ﹤0.01%
+3,000
1190
$21K ﹤0.01%
+130
1191
$21K ﹤0.01%
+239
1192
$21K ﹤0.01%
+586
1193
$21K ﹤0.01%
+800
1194
$21K ﹤0.01%
+1,312
1195
$21K ﹤0.01%
+350
1196
$21K ﹤0.01%
+39
1197
$21K ﹤0.01%
+5,653
1198
$21K ﹤0.01%
+2,176
1199
$21K ﹤0.01%
+1,050
1200
$21K ﹤0.01%
+350
46 47
48
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