WFG
Wills Financial Group Portfolio holdings
AUM
$230M
1-Year Return
11.94%
This Quarter Return
+7.12%
1 Year Return
+11.94%
3 Year Return
+43.84%
5 Year Return
+85.63%
10 Year Return
+187.05%
AUM
$97.2M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.08%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$8.87M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.85M |
| 3 |
Chevron
CVX
|
$4.33M |
| 4 |
Dominion Energy
D
|
$4.14M |
| 5 |
Essential Utilities
WTRG
|
$3.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 24.95% |
| 2 | Industrials | 14.26% |
| 3 | Utilities | 11.01% |
| 4 | Consumer Staples | 9.22% |
| 5 | Financials | 8.01% |
