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
1776
$3K ﹤0.01%
+97
1777
$3K ﹤0.01%
+105
1778
$3K ﹤0.01%
+4
1779
$3K ﹤0.01%
+68
1780
$3K ﹤0.01%
+91
1781
$3K ﹤0.01%
+222
1782
$3K ﹤0.01%
+74
1783
$3K ﹤0.01%
+102
1784
$3K ﹤0.01%
+365
1785
$3K ﹤0.01%
+40
1786
$3K ﹤0.01%
+100
1787
$3K ﹤0.01%
+672
1788
$3K ﹤0.01%
+255
1789
$3K ﹤0.01%
+38
1790
$3K ﹤0.01%
+115
1791
$3K ﹤0.01%
+41
1792
$3K ﹤0.01%
+2
1793
$3K ﹤0.01%
+83
1794
$3K ﹤0.01%
+60
1795
$3K ﹤0.01%
+100
1796
$3K ﹤0.01%
+29
1797
$3K ﹤0.01%
+188
1798
$3K ﹤0.01%
+15
1799
$3K ﹤0.01%
+650
1800
$3K ﹤0.01%
+50
70 71
72
73 74