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
1376
$13K ﹤0.01%
+333
1377
$13K ﹤0.01%
+427
1378
$13K ﹤0.01%
+356
1379
$13K ﹤0.01%
+1,004
1380
$13K ﹤0.01%
+299
1381
$13K ﹤0.01%
+844
1382
$13K ﹤0.01%
+3,000
1383
$13K ﹤0.01%
+201
1384
$13K ﹤0.01%
+2,000
1385
$13K ﹤0.01%
+500
1386
$13K ﹤0.01%
+500
1387
$12K ﹤0.01%
+168
1388
$12K ﹤0.01%
+600
1389
$12K ﹤0.01%
+516
1390
$12K ﹤0.01%
+1,000
1391
$12K ﹤0.01%
+500
1392
$12K ﹤0.01%
+180
1393
$12K ﹤0.01%
+202
1394
$12K ﹤0.01%
+185
1395
$12K ﹤0.01%
+467
1396
$12K ﹤0.01%
+195
1397
$12K ﹤0.01%
+333
1398
$12K ﹤0.01%
+2,308
1399
$12K ﹤0.01%
+137
1400
$12K ﹤0.01%
+500
54 55
56
57 58