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
2026
$1K ﹤0.01%
+16
2027
$1K ﹤0.01%
+200
2028
$1K ﹤0.01%
+40
2029
$1K ﹤0.01%
+43
2030
$1K ﹤0.01%
+48
2031
$1K ﹤0.01%
+68
2032
$1K ﹤0.01%
+507
2033
$1K ﹤0.01%
+79
2034
$1K ﹤0.01%
+93
2035
$1K ﹤0.01%
+89
2036
$1K ﹤0.01%
+57
2037
$1K ﹤0.01%
+40
2038
$1K ﹤0.01%
+100
2039
$1K ﹤0.01%
+78
2040
$1K ﹤0.01%
+28
2041
$1K ﹤0.01%
+29
2042
$1K ﹤0.01%
+102
2043
$1K ﹤0.01%
+36
2044
$1K ﹤0.01%
+52
2045
$1K ﹤0.01%
+204
2046
$1K ﹤0.01%
+69
2047
$1K ﹤0.01%
+111
2048
$1K ﹤0.01%
+23
2049
$1K ﹤0.01%
+50
2050
$1K ﹤0.01%
+500