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
1676
$5K ﹤0.01%
+200
1677
$5K ﹤0.01%
+44
1678
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+123
1679
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+700
1680
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+100
1681
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+800
1682
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+150
1683
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+167
1684
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+133
1685
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+800
1686
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+350
1687
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+395
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+462
1689
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+536
1690
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+600
1691
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+321
1692
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+150
1693
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+450
1694
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+192
1695
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+138
1696
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+378
1697
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+100
1698
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+185
1699
$5K ﹤0.01%
+250
1700
$5K ﹤0.01%
+214