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
$2.22B
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.18M
3
+$3.56M
4
AVGO icon
Broadcom
AVGO
+$3.54M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.05M

Top Sells

1
+$14.8M
2
+$8.87M
3
+$3.7M
4
JPM icon
JPMorgan Chase
JPM
+$1.16M
5
NVDA icon
NVIDIA
NVDA
+$948K

Sector Composition

1 Technology 21.01%
2 Financials 18.82%
3 Consumer Staples 15.09%
4 Industrials 10.69%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.01%
2,741
+59
227
$244K 0.01%
7,000
228
$243K 0.01%
1,606
229
$241K 0.01%
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230
$241K 0.01%
457
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231
$239K 0.01%
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232
$238K 0.01%
820
233
$237K 0.01%
2,227
234
$235K 0.01%
6,206
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235
$235K 0.01%
7,000
236
$233K 0.01%
2,026
237
$230K 0.01%
5,700
238
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8,335
239
$221K 0.01%
853
+1
240
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2,460
241
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1,865
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242
$218K 0.01%
9,378
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243
$215K 0.01%
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244
$214K 0.01%
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245
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246
$211K 0.01%
5,103
247
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874
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248
$209K 0.01%
3,653
249
$207K 0.01%
6,182
-5,000
250
$206K 0.01%
396
+12
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10
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