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
1601
$6K ﹤0.01%
+320
1602
$6K ﹤0.01%
+611
1603
$6K ﹤0.01%
+285
1604
$6K ﹤0.01%
+100
1605
$6K ﹤0.01%
+130
1606
$6K ﹤0.01%
+67
1607
$6K ﹤0.01%
+1,100
1608
$6K ﹤0.01%
+95
1609
$6K ﹤0.01%
+100
1610
$6K ﹤0.01%
+350
1611
$6K ﹤0.01%
+128
1612
$6K ﹤0.01%
+400
1613
$6K ﹤0.01%
+59
1614
$6K ﹤0.01%
+755
1615
$6K ﹤0.01%
+90
1616
$6K ﹤0.01%
+244
1617
$6K ﹤0.01%
+250
1618
$6K ﹤0.01%
+164
1619
$6K ﹤0.01%
+456
1620
$6K ﹤0.01%
+76
1621
$6K ﹤0.01%
+250
1622
$6K ﹤0.01%
+82
1623
$6K ﹤0.01%
+247
1624
$6K ﹤0.01%
+600
1625
$6K ﹤0.01%
+13