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
1551
$8K ﹤0.01%
+600
1552
$8K ﹤0.01%
+1,000
1553
$8K ﹤0.01%
+1,500
1554
$8K ﹤0.01%
+393
1555
$8K ﹤0.01%
+509
1556
$8K ﹤0.01%
+326
1557
$8K ﹤0.01%
+60
1558
$8K ﹤0.01%
+495
1559
$7K ﹤0.01%
+98
1560
$7K ﹤0.01%
+259
1561
$7K ﹤0.01%
+239
1562
$7K ﹤0.01%
+1,250
1563
$7K ﹤0.01%
+100
1564
$7K ﹤0.01%
+204
1565
$7K ﹤0.01%
+143
1566
$7K ﹤0.01%
+815
1567
$7K ﹤0.01%
+201
1568
$7K ﹤0.01%
+628
1569
$7K ﹤0.01%
+134
1570
$7K ﹤0.01%
+185
1571
$7K ﹤0.01%
+1,680
1572
$7K ﹤0.01%
+1,225
1573
$7K ﹤0.01%
+130
1574
$7K ﹤0.01%
+666
1575
$7K ﹤0.01%
+250