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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
Las Vegas Sands
LVS
$33.6B
| – | – |
-3,704
|
|
||
327
Invesco S&P 500 Low Volatility ETF
SPLV
$7.09B
| – | – |
-3,762
|
|
||
|
TGNA
328
DELISTED
TEGNA Inc
TGNA
| – | – |
-15,000
|
|
||
329
Vanguard Real Estate ETF
VNQ
$38.1B
| – | – |
-2,315
|
|
||
330
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
| – | – |
-4,818
|
|