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
1276
$17K ﹤0.01%
+2,100
1277
$17K ﹤0.01%
+615
1278
$17K ﹤0.01%
+615
1279
$17K ﹤0.01%
+197
1280
$17K ﹤0.01%
+958
1281
$16K ﹤0.01%
+882
1282
$16K ﹤0.01%
+145
1283
$16K ﹤0.01%
+1,000
1284
$16K ﹤0.01%
+89
1285
$16K ﹤0.01%
+104
1286
$16K ﹤0.01%
+589
1287
$16K ﹤0.01%
+558
1288
$16K ﹤0.01%
+636
1289
$16K ﹤0.01%
+2,000
1290
$16K ﹤0.01%
+850
1291
$16K ﹤0.01%
+845
1292
$16K ﹤0.01%
+932
1293
$16K ﹤0.01%
+400
1294
$16K ﹤0.01%
+314
1295
$16K ﹤0.01%
+743
1296
$16K ﹤0.01%
+1,400
1297
$16K ﹤0.01%
+296
1298
$16K ﹤0.01%
+215
1299
$16K ﹤0.01%
+1,010
1300
$16K ﹤0.01%
+300
50 51
52
53 54