WA
WFG Advisors Portfolio holdings
AUM
$442M
1-Year Return
12.46%
This Quarter Return
-0.51%
1 Year Return
+12.46%
3 Year Return
+21.29%
5 Year Return
–
10 Year Return
–
AUM
$601M
AUM Growth
–
Cap. Flow
+$601M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
16.62%
Holding
2,172
New
2,161
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
General Mills
GIS
|
+$24.3M |
| 2 |
Exxon Mobil
XOM
|
+$14M |
| 3 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
+$10.5M |
| 4 |
Chevron
CVX
|
+$9.47M |
| 5 |
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% |
