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
1651
$5K ﹤0.01%
+152
1652
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+87
1653
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+115
1654
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+87
1655
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+820
1656
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1657
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+245
1658
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+200
1659
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+200
1660
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+209
1661
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+125
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+335
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+184
1666
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+18
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+310
1670
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+407
1671
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+65
1672
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+166
1673
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+170
1674
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+303
1675
$5K ﹤0.01%
+135