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
1901
$2K ﹤0.01%
+2,100
1902
$2K ﹤0.01%
+98
1903
$2K ﹤0.01%
+102
1904
$2K ﹤0.01%
+30
1905
$2K ﹤0.01%
+125
1906
$2K ﹤0.01%
+39
1907
$2K ﹤0.01%
+1,000
1908
$2K ﹤0.01%
+74
1909
$2K ﹤0.01%
+46
1910
$2K ﹤0.01%
+198
1911
$2K ﹤0.01%
+300
1912
$2K ﹤0.01%
+85
1913
$2K ﹤0.01%
+225
1914
$2K ﹤0.01%
+150
1915
$2K ﹤0.01%
+229
1916
$1K ﹤0.01%
+100
1917
$1K ﹤0.01%
+800
1918
$1K ﹤0.01%
+612
1919
$1K ﹤0.01%
+160
1920
$1K ﹤0.01%
+66
1921
$1K ﹤0.01%
+209
1922
$1K ﹤0.01%
+360
1923
$1K ﹤0.01%
+28
1924
$1K ﹤0.01%
+75
1925
$1K ﹤0.01%
+1,000
75 76
77
78 79