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
1876
$2K ﹤0.01%
+64
1877
$2K ﹤0.01%
+300
1878
$2K ﹤0.01%
+139
1879
$2K ﹤0.01%
+202
1880
$2K ﹤0.01%
+5
1881
$2K ﹤0.01%
+16
1882
$2K ﹤0.01%
+100
1883
$2K ﹤0.01%
+224
1884
$2K ﹤0.01%
+162
1885
$2K ﹤0.01%
+52
1886
$2K ﹤0.01%
+38
1887
$2K ﹤0.01%
+20
1888
$2K ﹤0.01%
+100
1889
$2K ﹤0.01%
+72
1890
$2K ﹤0.01%
+11
1891
$2K ﹤0.01%
+87
1892
$2K ﹤0.01%
+150
1893
$2K ﹤0.01%
+26
1894
$2K ﹤0.01%
+100
1895
$2K ﹤0.01%
+135
1896
$2K ﹤0.01%
+59
1897
$2K ﹤0.01%
+167
1898
$2K ﹤0.01%
+172
1899
$2K ﹤0.01%
+223
1900
$2K ﹤0.01%
+150
74 75
76
77 78