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
$120M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$584K
3 +$316K
4
MO icon
Altria Group
MO
+$273K
5
WFC icon
Wells Fargo
WFC
+$229K

Top Sells

1 +$2.22M
2 +$435K
3 +$265K
4
NSC icon
Norfolk Southern
NSC
+$213K
5
GILD icon
Gilead Sciences
GILD
+$202K

Sector Composition

1 Utilities 14.19%
2 Healthcare 12.92%
3 Energy 12.66%
4 Financials 11.41%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-282,641