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
1951
$1K ﹤0.01%
+10
1952
– –
0
1953
$1K ﹤0.01%
+18
1954
$1K ﹤0.01%
+90
1955
$1K ﹤0.01%
+53
1956
$1K ﹤0.01%
+8
1957
$1K ﹤0.01%
+9
1958
$1K ﹤0.01%
+35
1959
$1K ﹤0.01%
+44
1960
$1K ﹤0.01%
+32
1961
$1K ﹤0.01%
+40
1962
$1K ﹤0.01%
+34
1963
$1K ﹤0.01%
+20
1964
$1K ﹤0.01%
+77
1965
$1K ﹤0.01%
+138
1966
$1K ﹤0.01%
+73
1967
$1K ﹤0.01%
+105
1968
$1K ﹤0.01%
+37
1969
$1K ﹤0.01%
+34
1970
$1K ﹤0.01%
+17
1971
$1K ﹤0.01%
+34
1972
$1K ﹤0.01%
+116
1973
$1K ﹤0.01%
+71
1974
$1K ﹤0.01%
+13
1975
$1K ﹤0.01%
+300
77 78
79
80 81