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
1476
$10K ﹤0.01%
+287
1477
$10K ﹤0.01%
+500
1478
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+500
1479
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+275
1480
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+724
1481
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+215
1482
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+301
1483
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+247
1484
$9K ﹤0.01%
+820
1485
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+300
1486
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+521
1487
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+1,000
1488
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+420
1489
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+280
1490
$9K ﹤0.01%
+330
1491
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+691
1492
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+303
1493
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+251
1494
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+307
1495
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+187
1496
$9K ﹤0.01%
+50
1497
$9K ﹤0.01%
+42
1498
$9K ﹤0.01%
+289
1499
$9K ﹤0.01%
+595
1500
$9K ﹤0.01%
+1,000