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
1301
$16K ﹤0.01%
+440
1302
$16K ﹤0.01%
+704
1303
$16K ﹤0.01%
+1,100
1304
$16K ﹤0.01%
+500
1305
$16K ﹤0.01%
+367
1306
$16K ﹤0.01%
+2,000
1307
$16K ﹤0.01%
+806
1308
$16K ﹤0.01%
+4,468
1309
$16K ﹤0.01%
+208
1310
$16K ﹤0.01%
+504
1311
$15K ﹤0.01%
+288
1312
$15K ﹤0.01%
+90
1313
$15K ﹤0.01%
+221
1314
$15K ﹤0.01%
+410
1315
$15K ﹤0.01%
+462
1316
$15K ﹤0.01%
+551
1317
$15K ﹤0.01%
+434
1318
$15K ﹤0.01%
+322
1319
$15K ﹤0.01%
+667
1320
$15K ﹤0.01%
+305
1321
$15K ﹤0.01%
+4,900
1322
$15K ﹤0.01%
+507
1323
$15K ﹤0.01%
+460
1324
$15K ﹤0.01%
+1,110
1325
$15K ﹤0.01%
+2,481
51 52
53
54 55