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
1426
$11K ﹤0.01%
+193
1427
$11K ﹤0.01%
+488
1428
$11K ﹤0.01%
+245
1429
$11K ﹤0.01%
+800
1430
$11K ﹤0.01%
+110
1431
$11K ﹤0.01%
+500
1432
$11K ﹤0.01%
+328
1433
$11K ﹤0.01%
+400
1434
$10K ﹤0.01%
+200
1435
$10K ﹤0.01%
+2,036
1436
$10K ﹤0.01%
+160
1437
$10K ﹤0.01%
+224
1438
$10K ﹤0.01%
+400
1439
$10K ﹤0.01%
+206
1440
$10K ﹤0.01%
+795
1441
$10K ﹤0.01%
+660
1442
$10K ﹤0.01%
+600
1443
$10K ﹤0.01%
+230
1444
$10K ﹤0.01%
+234
1445
$10K ﹤0.01%
+1,500
1446
$10K ﹤0.01%
+177
1447
$10K ﹤0.01%
+301
1448
$10K ﹤0.01%
+368
1449
$10K ﹤0.01%
+2,000
1450
$10K ﹤0.01%
+372
56 57
58
59 60