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
$2.3B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.39M
3
+$1.28M
4
MCD icon
McDonald's
MCD
+$1.26M
5
GIS icon
General Mills
GIS
+$982K

Top Sells

1
+$8.85M
2
+$1.01M
3
+$658K
4
NVDA icon
NVIDIA
NVDA
+$579K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$569K

Sector Composition

1 Technology 20.16%
2 Financials 17.6%
3 Consumer Staples 16.27%
4 Industrials 10.75%
5 Healthcare 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,750
277
– –
-16,223
278
– –
-20,000
279
– –
-10,307
280
– –
-11,334
281
– –
-2,100
282
– –
-7,429
283
– –
-10,500
8 9 10 11
12