WG

Welch Group Portfolio holdings

AUM $2.59B
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$2.24M
3 +$1.97M
4
VZ icon
Verizon
VZ
+$1.73M
5
QCOM icon
Qualcomm
QCOM
+$1.61M

Top Sells

1 +$1.28M
2 +$1.18M
3 +$875K
4
XOM icon
Exxon Mobil
XOM
+$820K
5
AAPL icon
Apple
AAPL
+$808K

Sector Composition

1 Technology 20.06%
2 Consumer Staples 17.7%
3 Financials 15.59%
4 Industrials 9.85%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,106