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
$646M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,399
New
Increased
Reduced
Closed

Top Buys

1 +$4.67M
2 +$4.51M
3 +$3.11M
4
SH icon
ProShares Short S&P500
SH
+$1.69M
5
XOM icon
Exxon Mobil
XOM
+$1.58M

Sector Composition

1 Energy 14.9%
2 Consumer Staples 9.6%
3 Financials 5.64%
4 Utilities 5.28%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$11K ﹤0.01%
400
1477
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287
1478
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684
+284
1479
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1481
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719
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1483
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+163
1484
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524
+3
1485
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166
+6
1486
$11K ﹤0.01%
2,220
+540
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1488
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+1,050
1489
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+410
1490
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673
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792
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1493
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+2
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500
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1496
$11K ﹤0.01%
+500
1497
$11K ﹤0.01%
172
-170
1498
$11K ﹤0.01%
1,120
1499
$11K ﹤0.01%
258
+1
1500
$11K ﹤0.01%
245