WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Fund
S&P 500
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 +$24.6M
2 +$13.9M
3 +$10.7M
4
CVX icon
Chevron
CVX
+$9.67M
5
MO icon
Altria Group
MO
+$8.12M

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 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$10K ﹤0.01%
+350
1477
$9K ﹤0.01%
+420
1478
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+50
1479
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+527
1480
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1481
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+724
1483
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+215
1484
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1485
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+247
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+820
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+1,000
1490
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1496
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+187
1497
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+50
1498
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1499
$9K ﹤0.01%
+289
1500
$9K ﹤0.01%
+595