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
1926
$1K ﹤0.01%
+200
1927
$1K ﹤0.01%
+2,000
1928
$1K ﹤0.01%
+600
1929
$1K ﹤0.01%
+14
1930
$1K ﹤0.01%
+19
1931
$1K ﹤0.01%
+68
1932
$1K ﹤0.01%
+16
1933
$1K ﹤0.01%
+3
1934
$1K ﹤0.01%
+20
1935
$1K ﹤0.01%
+13
1936
$1K ﹤0.01%
+85
1937
$1K ﹤0.01%
+52
1938
$1K ﹤0.01%
+21
1939
$1K ﹤0.01%
+64
1940
$1K ﹤0.01%
+5
1941
$1K ﹤0.01%
+200
1942
$1K ﹤0.01%
+100
1943
$1K ﹤0.01%
+63
1944
$1K ﹤0.01%
+16
1945
$1K ﹤0.01%
+79
1946
$1K ﹤0.01%
+13
1947
$1K ﹤0.01%
+100
1948
$1K ﹤0.01%
+11
1949
$1K ﹤0.01%
+154
1950
$1K ﹤0.01%
+30
76 77
78
79 80