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
1851
$2K ﹤0.01%
+114
1852
$2K ﹤0.01%
+110
1853
$2K ﹤0.01%
+88
1854
$2K ﹤0.01%
+103
1855
$2K ﹤0.01%
+83
1856
$2K ﹤0.01%
+118
1857
$2K ﹤0.01%
+78
1858
$2K ﹤0.01%
+78
1859
$2K ﹤0.01%
+20
1860
– –
0
1861
$2K ﹤0.01%
+63
1862
$2K ﹤0.01%
+400
1863
$2K ﹤0.01%
+50
1864
$2K ﹤0.01%
+6
1865
$2K ﹤0.01%
+74
1866
$2K ﹤0.01%
+98
1867
$2K ﹤0.01%
+106
1868
$2K ﹤0.01%
+19
1869
$2K ﹤0.01%
+40
1870
– –
0
1871
$2K ﹤0.01%
+20
1872
$2K ﹤0.01%
+26
1873
$2K ﹤0.01%
+31
1874
$2K ﹤0.01%
+46
1875
$2K ﹤0.01%
+7
73 74
75
76 77