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
1251
$18K ﹤0.01%
+571
1252
$18K ﹤0.01%
+402
1253
$18K ﹤0.01%
+227
1254
$18K ﹤0.01%
+1,971
1255
$18K ﹤0.01%
+1,500
1256
$18K ﹤0.01%
+344
1257
$18K ﹤0.01%
+2,096
1258
$18K ﹤0.01%
+280
1259
$18K ﹤0.01%
+1,065
1260
$17K ﹤0.01%
+1,254
1261
$17K ﹤0.01%
+115
1262
$17K ﹤0.01%
+2,265
1263
$17K ﹤0.01%
+176
1264
$17K ﹤0.01%
+1,000
1265
$17K ﹤0.01%
+500
1266
$17K ﹤0.01%
+1,470
1267
$17K ﹤0.01%
+500
1268
$17K ﹤0.01%
+800
1269
$17K ﹤0.01%
+1,934
1270
$17K ﹤0.01%
+329
1271
$17K ﹤0.01%
+17
1272
$17K ﹤0.01%
+303
1273
$17K ﹤0.01%
+266
1274
$17K ﹤0.01%
+1,115
1275
$17K ﹤0.01%
+542
49 50
51
52 53