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
1826
$3K ﹤0.01%
+94
1827
$3K ﹤0.01%
+100
1828
$3K ﹤0.01%
+235
1829
$3K ﹤0.01%
+12
1830
$2K ﹤0.01%
+67
1831
$2K ﹤0.01%
+167
1832
$2K ﹤0.01%
+55
1833
$2K ﹤0.01%
+17
1834
$2K ﹤0.01%
+36
1835
$2K ﹤0.01%
+67
1836
$2K ﹤0.01%
+383
1837
$2K ﹤0.01%
+172
1838
$2K ﹤0.01%
+168
1839
$2K ﹤0.01%
+24
1840
$2K ﹤0.01%
+24
1841
$2K ﹤0.01%
+64
1842
$2K ﹤0.01%
+31
1843
$2K ﹤0.01%
+240
1844
$2K ﹤0.01%
+327
1845
$2K ﹤0.01%
+82
1846
$2K ﹤0.01%
+46
1847
$2K ﹤0.01%
+50
1848
$2K ﹤0.01%
+229
1849
$2K ﹤0.01%
+28
1850
$2K ﹤0.01%
+65
72 73
74
75 76