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
1926
$1K ﹤0.01%
+106
1927
$1K ﹤0.01%
+200
1928
$1K ﹤0.01%
+38
1929
$1K ﹤0.01%
+103
1930
$1K ﹤0.01%
+20
1931
$1K ﹤0.01%
+100
1932
$1K ﹤0.01%
+800
1933
$1K ﹤0.01%
+612
1934
$1K ﹤0.01%
+160
1935
$1K ﹤0.01%
+66
1936
$1K ﹤0.01%
+209
1937
$1K ﹤0.01%
+360
1938
$1K ﹤0.01%
+28
1939
$1K ﹤0.01%
+75
1940
$1K ﹤0.01%
+1,000
1941
$1K ﹤0.01%
+200
1942
$1K ﹤0.01%
+2,000
1943
$1K ﹤0.01%
+100
1944
$1K ﹤0.01%
+220
1945
$1K ﹤0.01%
+68
1946
$1K ﹤0.01%
+5
1947
$1K ﹤0.01%
+19
1948
$1K ﹤0.01%
+41
1949
$1K ﹤0.01%
+200
1950
$1K ﹤0.01%
+48
76 77
78
79 80