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
1751
$4K ﹤0.01%
+223
1752
$4K ﹤0.01%
+192
1753
$4K ﹤0.01%
+69
1754
$4K ﹤0.01%
+195
1755
$4K ﹤0.01%
+127
1756
$4K ﹤0.01%
+160
1757
$4K ﹤0.01%
+225
1758
$3K ﹤0.01%
+82
1759
$3K ﹤0.01%
+62
1760
$3K ﹤0.01%
+71
1761
$3K ﹤0.01%
+224
1762
$3K ﹤0.01%
+54
1763
$3K ﹤0.01%
+449
1764
$3K ﹤0.01%
+51
1765
$3K ﹤0.01%
+90
1766
$3K ﹤0.01%
+25
1767
$3K ﹤0.01%
+26
1768
$3K ﹤0.01%
+105
1769
$3K ﹤0.01%
+200
1770
$3K ﹤0.01%
+96
1771
$3K ﹤0.01%
+154
1772
$3K ﹤0.01%
+71
1773
$3K ﹤0.01%
+158
1774
$3K ﹤0.01%
+202
1775
$3K ﹤0.01%
+101
69 70
71
72 73