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
1451
$10K ﹤0.01%
+300
1452
$10K ﹤0.01%
+500
1453
$10K ﹤0.01%
+500
1454
$10K ﹤0.01%
+600
1455
$10K ﹤0.01%
+354
1456
$10K ﹤0.01%
+257
1457
$10K ﹤0.01%
+200
1458
$10K ﹤0.01%
+1,000
1459
$10K ﹤0.01%
+1,116
1460
$10K ﹤0.01%
+619
1461
$10K ﹤0.01%
+350
1462
$10K ﹤0.01%
+255
1463
$10K ﹤0.01%
+468
1464
$10K ﹤0.01%
+239
1465
$10K ﹤0.01%
+79
1466
$10K ﹤0.01%
+890
1467
$10K ﹤0.01%
+291
1468
$10K ﹤0.01%
+148
1469
$10K ﹤0.01%
+68
1470
$10K ﹤0.01%
+89
1471
$10K ﹤0.01%
+300
1472
$10K ﹤0.01%
+120
1473
$10K ﹤0.01%
+675
1474
$10K ﹤0.01%
+208
1475
$10K ﹤0.01%
+2,300
57 58
59
60 61