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
1726
$4K ﹤0.01%
+97
1727
$4K ﹤0.01%
+30
1728
$4K ﹤0.01%
+143
1729
$4K ﹤0.01%
+25
1730
$4K ﹤0.01%
+9
1731
$4K ﹤0.01%
+70
1732
$4K ﹤0.01%
+102
1733
$4K ﹤0.01%
+237
1734
$4K ﹤0.01%
+183
1735
$4K ﹤0.01%
+3,003
1736
$4K ﹤0.01%
+400
1737
$4K ﹤0.01%
+64
1738
$4K ﹤0.01%
+150
1739
$4K ﹤0.01%
+57
1740
$4K ﹤0.01%
+475
1741
$4K ﹤0.01%
+750
1742
$4K ﹤0.01%
+1,000
1743
$4K ﹤0.01%
+88
1744
$4K ﹤0.01%
+54
1745
$4K ﹤0.01%
+223
1746
$4K ﹤0.01%
+100
1747
$4K ﹤0.01%
+443
1748
$4K ﹤0.01%
+4,940
1749
$4K ﹤0.01%
+770
1750
$4K ﹤0.01%
+400