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
2051
$1K ﹤0.01%
+34
2052
$1K ﹤0.01%
+29
2053
$1K ﹤0.01%
+106
2054
$1K ﹤0.01%
+43
2055
$1K ﹤0.01%
+54
2056
– –
0
2057
$1K ﹤0.01%
+57
2058
$1K ﹤0.01%
+100
2059
$1K ﹤0.01%
+61
2060
$1K ﹤0.01%
+14
2061
$1K ﹤0.01%
+41
2062
$1K ﹤0.01%
+12
2063
$1K ﹤0.01%
+36
2064
$1K ﹤0.01%
+26
2065
$1K ﹤0.01%
+45
2066
$1K ﹤0.01%
+208
2067
$1K ﹤0.01%
+106
2068
$1K ﹤0.01%
+200
2069
$1K ﹤0.01%
+38
2070
$1K ﹤0.01%
+100
2071
$1K ﹤0.01%
+103
2072
$1K ﹤0.01%
+20
2073
$0 ﹤0.01%
+11
2074
$0 ﹤0.01%
+3
2075
$0 ﹤0.01%
+13
81 82
83
84 85