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
1601
$6K ﹤0.01%
+1,100
1602
$6K ﹤0.01%
+95
1603
$6K ﹤0.01%
+100
1604
$6K ﹤0.01%
+200
1605
$6K ﹤0.01%
+128
1606
$6K ﹤0.01%
+400
1607
$6K ﹤0.01%
+59
1608
$6K ﹤0.01%
+529
1609
$6K ﹤0.01%
+755
1610
$6K ﹤0.01%
+90
1611
$6K ﹤0.01%
+244
1612
$6K ﹤0.01%
+250
1613
$6K ﹤0.01%
+164
1614
$6K ﹤0.01%
+456
1615
$6K ﹤0.01%
+76
1616
$6K ﹤0.01%
+250
1617
$6K ﹤0.01%
+82
1618
$6K ﹤0.01%
+247
1619
$6K ﹤0.01%
+600
1620
$6K ﹤0.01%
+13
1621
$6K ﹤0.01%
+200
1622
$6K ﹤0.01%
+389
1623
$6K ﹤0.01%
+304
1624
$6K ﹤0.01%
+712
1625
$6K ﹤0.01%
+3,475