WILLS FINANCIAL GROUP LLC
WILLS FINANCIAL GROUP LLC runs WILLS FINANCIAL GROUP LLC and currently holds 75 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $265.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WILLS FINANCIAL GROUP LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WILLS FINANCIAL GROUP LLC's portfolio at WILLS FINANCIAL GROUP LLC has delivered returns of +10.93%. Their 3-year annualized return is +10.93%. Looking at the 5-year horizon, WILLS FINANCIAL GROUP LLC has achieved +10.93% annualized returns at WILLS FINANCIAL GROUP LLC.
Portfolio Value
$265.35M
Alpha Score
9.9
#0 of 1000
Holdings
75
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|