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
2026
$1K ﹤0.01%
+43
2027
$1K ﹤0.01%
+2
2028
$1K ﹤0.01%
+81
2029
$1K ﹤0.01%
+160
2030
$1K ﹤0.01%
+135
2031
$1K ﹤0.01%
+85
2032
$1K ﹤0.01%
+57
2033
$1K ﹤0.01%
+56
2034
$1K ﹤0.01%
+30
2035
$1K ﹤0.01%
+45
2036
$1K ﹤0.01%
+10
2037
$1K ﹤0.01%
+15
2038
$1K ﹤0.01%
+22
2039
$1K ﹤0.01%
+100
2040
$1K ﹤0.01%
+8
2041
$1K ﹤0.01%
+22
2042
$1K ﹤0.01%
+16
2043
$1K ﹤0.01%
+46
2044
$1K ﹤0.01%
+53
2045
$1K ﹤0.01%
+32
2046
$1K ﹤0.01%
+26
2047
$1K ﹤0.01%
+26
2048
$1K ﹤0.01%
+20
2049
$1K ﹤0.01%
+12
2050
$1K ﹤0.01%
+3