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
1501
$9K ﹤0.01%
+1,000
1502
$9K ﹤0.01%
+310
1503
$9K ﹤0.01%
+685
1504
$9K ﹤0.01%
+400
1505
$9K ﹤0.01%
+200
1506
$9K ﹤0.01%
+196
1507
$9K ﹤0.01%
+720
1508
$9K ﹤0.01%
+800
1509
$9K ﹤0.01%
+300
1510
$9K ﹤0.01%
+178
1511
$9K ﹤0.01%
+900
1512
$9K ﹤0.01%
+625
1513
$9K ﹤0.01%
+18,000
1514
$9K ﹤0.01%
+280
1515
$9K ﹤0.01%
+674
1516
$9K ﹤0.01%
+630
1517
$9K ﹤0.01%
+450
1518
$8K ﹤0.01%
+200
1519
$8K ﹤0.01%
+102
1520
$8K ﹤0.01%
+97
1521
$8K ﹤0.01%
+100
1522
$8K ﹤0.01%
+563
1523
$8K ﹤0.01%
+289
1524
$8K ﹤0.01%
+150
1525
$8K ﹤0.01%
+154