WG

Welch Group Portfolio holdings

AUM $2.56B
1-Year Est. Return 10.56%
This Quarter Est. Return
1 Year Est. Return
+10.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$3.77M
3
+$3.62M
4
VZ icon
Verizon
VZ
+$3.47M
5
MMM icon
3M
MMM
+$3.39M

Top Sells

1
+$14.3M
2
+$9.55M
3
+$4.67M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.15M

Sector Composition

1 Technology 18.49%
2 Financials 18.48%
3 Consumer Staples 15.43%
4 Industrials 11.07%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,133
227
– –
-5,353
228
– –
-10,178
229
– –
-956
230
– –
-55,268
6 7 8 9
10