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
1626
$6K ﹤0.01%
+200
1627
$6K ﹤0.01%
+389
1628
$6K ﹤0.01%
+304
1629
$6K ﹤0.01%
+712
1630
$6K ﹤0.01%
+3,475
1631
$6K ﹤0.01%
+2,000
1632
$6K ﹤0.01%
+6,000
1633
$6K ﹤0.01%
+92
1634
$6K ﹤0.01%
+1,733
1635
$6K ﹤0.01%
+782
1636
$6K ﹤0.01%
+952
1637
$6K ﹤0.01%
+432
1638
$6K ﹤0.01%
+514
1639
$6K ﹤0.01%
+200
1640
$6K ﹤0.01%
+321
1641
$6K ﹤0.01%
+282
1642
$6K ﹤0.01%
+50
1643
$6K ﹤0.01%
+466
1644
$5K ﹤0.01%
+87
1645
$5K ﹤0.01%
+206
1646
$5K ﹤0.01%
+200
1647
$5K ﹤0.01%
+133
1648
$5K ﹤0.01%
+70
1649
$5K ﹤0.01%
+381
1650
$5K ﹤0.01%
+400