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
1976
$1K ﹤0.01%
+22
1977
$1K ﹤0.01%
+60
1978
$1K ﹤0.01%
+63
1979
$1K ﹤0.01%
+76
1980
$1K ﹤0.01%
+92
1981
$1K ﹤0.01%
+43
1982
$1K ﹤0.01%
+2
1983
$1K ﹤0.01%
+81
1984
$1K ﹤0.01%
+160
1985
$1K ﹤0.01%
+135
1986
$1K ﹤0.01%
+85
1987
$1K ﹤0.01%
+57
1988
$1K ﹤0.01%
+56
1989
$1K ﹤0.01%
+30
1990
$1K ﹤0.01%
+45
1991
$1K ﹤0.01%
+15
1992
$1K ﹤0.01%
+22
1993
$1K ﹤0.01%
+100
1994
$1K ﹤0.01%
+10
1995
$1K ﹤0.01%
+8
1996
$1K ﹤0.01%
+220
1997
$1K ﹤0.01%
+68
1998
$1K ﹤0.01%
+19
1999
$1K ﹤0.01%
+41
2000
$1K ﹤0.01%
+48
78 79
80
81 82