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
1326
$15K ﹤0.01%
+700
1327
$15K ﹤0.01%
+600
1328
$15K ﹤0.01%
+280
1329
$15K ﹤0.01%
+385
1330
$15K ﹤0.01%
+229
1331
$15K ﹤0.01%
+1,225
1332
$15K ﹤0.01%
+200
1333
$15K ﹤0.01%
+839
1334
$15K ﹤0.01%
+927
1335
$15K ﹤0.01%
+440
1336
$15K ﹤0.01%
+300
1337
$15K ﹤0.01%
+3,000
1338
$15K ﹤0.01%
+2,035
1339
$15K ﹤0.01%
+2,025
1340
$14K ﹤0.01%
+500
1341
$14K ﹤0.01%
+1,516
1342
$14K ﹤0.01%
+900
1343
$14K ﹤0.01%
+500
1344
$14K ﹤0.01%
+2,342
1345
$14K ﹤0.01%
+400
1346
$14K ﹤0.01%
+607
1347
$14K ﹤0.01%
+1,030
1348
$14K ﹤0.01%
+524
1349
$14K ﹤0.01%
+295
1350
$14K ﹤0.01%
+67
52 53
54
55 56