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
276
– –
-2,940
277
– –
-2,519
278
– –
-15,818
279
– –
-2,073
280
– –
-10,853
281
– –
-4,286
282
– –
-51,253
8 9 10 11
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