WFG
Wills Financial Group Portfolio holdings
AUM
$262M
1-Year Est. Return
14.73%
This Fund
S&P 500
1 Year Est. Return
+14.73%
AUM
$262M
AUM Growth
+$17.8M
(+7.3%)
Holding
76
Top Buys
| 1 | +$5.27M | |
| 2 | +$3.39M | |
| 3 | +$3.07M | |
| 4 |
Pfizer
PFE
|
+$2.48M |
| 5 |
Atlantic Union Bankshares
AUB
|
+$2.22M |
Top Sells
| 1 | +$4.71M | |
| 2 | +$2.65M | |
| 3 | +$2.5M | |
| 4 |
Merck
MRK
|
+$1.47M |
| 5 |
Broadcom
AVGO
|
+$507K |
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Financials | 17.01% |
| 3 | Industrials | 10% |
| 4 | Consumer Staples | 7.95% |
| 5 | Healthcare | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kenvue
KVUE
$33.8B
| – | – |
-290,081
|
|