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
1551
$8K ﹤0.01%
+962
1552
$8K ﹤0.01%
+600
1553
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+1,000
1554
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+1,500
1555
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+393
1556
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+509
1557
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+326
1558
$7K ﹤0.01%
+1,225
1559
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+130
1560
$7K ﹤0.01%
+666
1561
$7K ﹤0.01%
+250
1562
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+70
1563
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+100
1564
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+185
1565
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+1,680
1566
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+300
1567
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+231
1568
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+912
1569
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+495
1570
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+98
1571
$7K ﹤0.01%
+259
1572
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+239
1573
$7K ﹤0.01%
+1,250
1574
$7K ﹤0.01%
+204
1575
$7K ﹤0.01%
+143