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
2001
$1K ﹤0.01%
+22
2002
$1K ﹤0.01%
+16
2003
$1K ﹤0.01%
+44
2004
$1K ﹤0.01%
+53
2005
$1K ﹤0.01%
+32
2006
$1K ﹤0.01%
+26
2007
$1K ﹤0.01%
+26
2008
$1K ﹤0.01%
+20
2009
$1K ﹤0.01%
+12
2010
$1K ﹤0.01%
+12
2011
$1K ﹤0.01%
+32
2012
$1K ﹤0.01%
+35
2013
$1K ﹤0.01%
+44
2014
$1K ﹤0.01%
+74
2015
$1K ﹤0.01%
+100
2016
$1K ﹤0.01%
+38
2017
$1K ﹤0.01%
+61
2018
$1K ﹤0.01%
+3
2019
$1K ﹤0.01%
+43
2020
$1K ﹤0.01%
+35
2021
$1K ﹤0.01%
+27
2022
$1K ﹤0.01%
+4
2023
$1K ﹤0.01%
+2
2024
$1K ﹤0.01%
+77
2025
$1K ﹤0.01%
+26
79 80
81
82 83