WFG

Wills Financial Group Portfolio holdings

AUM $230M
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$1.04M
3 +$332K
4
LOW icon
Lowe's Companies
LOW
+$293K
5
WMT icon
Walmart
WMT
+$255K

Top Sells

1 +$1.7M
2 +$1.48M
3 +$278K
4
CG icon
Carlyle Group
CG
+$202K
5
AMZN icon
Amazon
AMZN
+$116K

Sector Composition

1 Technology 17.71%
2 Financials 13.2%
3 Healthcare 12.49%
4 Utilities 11.64%
5 Consumer Staples 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$293K 0.18%
+2,168
52
-37,567
53
-21,750