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
1401
$12K ﹤0.01%
+2,486
1402
$12K ﹤0.01%
+516
1403
$12K ﹤0.01%
+2,754
1404
$12K ﹤0.01%
+596
1405
$12K ﹤0.01%
+904
1406
$12K ﹤0.01%
+495
1407
$12K ﹤0.01%
+3,000
1408
$12K ﹤0.01%
+532
1409
$11K ﹤0.01%
+2
1410
$11K ﹤0.01%
+215
1411
$11K ﹤0.01%
+700
1412
$11K ﹤0.01%
+215
1413
$11K ﹤0.01%
+25
1414
$11K ﹤0.01%
+320
1415
$11K ﹤0.01%
+301
1416
$11K ﹤0.01%
+157
1417
$11K ﹤0.01%
+747
1418
$11K ﹤0.01%
+1,500
1419
$11K ﹤0.01%
+350
1420
$11K ﹤0.01%
+205
1421
$11K ﹤0.01%
+334
1422
$11K ﹤0.01%
+777
1423
$11K ﹤0.01%
+519
1424
$11K ﹤0.01%
+1,500
1425
$11K ﹤0.01%
+440
55 56
57
58 59