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
1201
$21K ﹤0.01%
+317
1202
$21K ﹤0.01%
+310
1203
$21K ﹤0.01%
+424
1204
$21K ﹤0.01%
+1,561
1205
$21K ﹤0.01%
+737
1206
$21K ﹤0.01%
+500
1207
$20K ﹤0.01%
+429
1208
$20K ﹤0.01%
+1,000
1209
$20K ﹤0.01%
+1,041
1210
$20K ﹤0.01%
+298
1211
$20K ﹤0.01%
+715
1212
$20K ﹤0.01%
+405
1213
$20K ﹤0.01%
+675
1214
$20K ﹤0.01%
+712
1215
$20K ﹤0.01%
+412
1216
$20K ﹤0.01%
+1,500
1217
$20K ﹤0.01%
+273
1218
$20K ﹤0.01%
+507
1219
$20K ﹤0.01%
+68
1220
$20K ﹤0.01%
+833
1221
$20K ﹤0.01%
+219
1222
$20K ﹤0.01%
+5,000
1223
$20K ﹤0.01%
+1,162
1224
$19K ﹤0.01%
+804
1225
$19K ﹤0.01%
+1,175
47 48
49
50 51