WFG

Wills Financial Group Portfolio holdings

AUM $262M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$572K
2 +$268K
3 +$264K
4
IAU icon
iShares Gold Trust
IAU
+$162K
5
HII icon
Huntington Ingalls Industries
HII
+$152K

Top Sells

1 +$2.01M
2 +$522K
3 +$378K
4
HSY icon
Hershey
HSY
+$199K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$132K

Sector Composition

1 Technology 18.1%
2 Healthcare 13.46%
3 Financials 13.24%
4 Utilities 10.56%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.12%
9,657
-89,793