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
1801
$3K ﹤0.01%
+318
1802
$3K ﹤0.01%
+275
1803
$3K ﹤0.01%
+2,500
1804
$3K ﹤0.01%
+175
1805
$3K ﹤0.01%
+300
1806
$3K ﹤0.01%
+300
1807
$3K ﹤0.01%
+47
1808
$3K ﹤0.01%
+65
1809
$3K ﹤0.01%
+669
1810
$3K ﹤0.01%
+93
1811
$3K ﹤0.01%
+75
1812
$3K ﹤0.01%
+100
1813
$3K ﹤0.01%
+73
1814
$3K ﹤0.01%
+100
1815
$3K ﹤0.01%
+235
1816
$3K ﹤0.01%
+118
1817
$3K ﹤0.01%
+400
1818
$3K ﹤0.01%
+359
1819
$3K ﹤0.01%
+67
1820
$3K ﹤0.01%
+40
1821
$3K ﹤0.01%
+115
1822
$3K ﹤0.01%
+225
1823
$3K ﹤0.01%
+79
1824
$3K ﹤0.01%
+66
1825
$3K ﹤0.01%
+250
71 72
73
74 75