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
1951
$1K ﹤0.01%
+12
1952
$1K ﹤0.01%
+32
1953
$1K ﹤0.01%
+35
1954
$1K ﹤0.01%
+44
1955
$1K ﹤0.01%
+74
1956
$1K ﹤0.01%
+100
1957
$1K ﹤0.01%
+38
1958
$1K ﹤0.01%
+61
1959
$1K ﹤0.01%
+3
1960
$1K ﹤0.01%
+43
1961
$1K ﹤0.01%
+35
1962
$1K ﹤0.01%
+40
1963
$1K ﹤0.01%
+23
1964
$1K ﹤0.01%
+50
1965
$1K ﹤0.01%
+500
1966
$1K ﹤0.01%
+34
1967
$1K ﹤0.01%
+29
1968
$1K ﹤0.01%
+106
1969
$1K ﹤0.01%
+43
1970
$1K ﹤0.01%
+54
1971
$1K ﹤0.01%
+57
1972
$1K ﹤0.01%
+100
1973
$1K ﹤0.01%
+61
1974
$1K ﹤0.01%
+14
1975
$1K ﹤0.01%
+41
77 78
79
80 81