WG
Welch Group Portfolio holdings
AUM
$2.66B
1-Year Est. Return
14.89%
This Fund
S&P 500
1 Year Est. Return
+14.89%
AUM
$2.66B
AUM Growth
+$67.8M
(+2.6%)
Holding
330
Top Buys
| 1 | +$12.5M | |
| 2 | +$7.68M | |
| 3 | +$6.72M | |
| 4 |
American Electric Power
AEP
|
+$6.41M |
| 5 |
Tesla
TSLA
|
+$5.57M |
Top Sells
| 1 | +$7.46M | |
| 2 | +$7.26M | |
| 3 | +$6.71M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$5.42M |
| 5 |
Johnson & Johnson
JNJ
|
+$4.91M |
Sector Composition
| 1 | Technology | 21.4% |
| 2 | Financials | 15.75% |
| 3 | Industrials | 11.85% |
| 4 | Utilities | 10.15% |
| 5 | Healthcare | 9.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Coinbase
COIN
$48B
| – | – |
-1,000
|
|
||
327
Capital Group International Focus Equity ETF
CGXU
$5.4B
| – | – |
-7,119
|
|
||
|
CADE
328
DELISTED
Cadence Bank
CADE
| – | – |
-5,371
|
|
||
329
Alibaba
BABA
$313B
| – | – |
-1,461
|
|
||
330
Accenture
ACN
$111B
| – | – |
-27,045
|
|