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
$441M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$470K
3
+$455K
4
CVX icon
Chevron
CVX
+$404K
5
VZ icon
Verizon
VZ
+$342K

Top Sells

1
+$1.67M
2
+$444K
3
+$403K
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$249K
5
MMM icon
3M
MMM
+$129K

Sector Composition

1 Consumer Staples 17.27%
2 Industrials 13.79%
3 Energy 13.32%
4 Healthcare 9.69%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$742K 0.17%
6,387
-3,468
52
$689K 0.16%
15,180
+50
53
$622K 0.14%
90,000
54
$563K 0.13%
14,670
+152
55
$559K 0.13%
6,200
-137
56
$554K 0.13%
19,834
-1,365
57
$552K 0.13%
10,244
+500
58
$526K 0.12%
3,973
59
$516K 0.12%
11,004
60
$500K 0.11%
13,374
+725
61
$494K 0.11%
3,677
+358
62
$488K 0.11%
12,724
+380
63
$461K 0.1%
6,858
64
$436K 0.1%
8,194
+1,510
65
$423K 0.1%
7,783
-33
66
$407K 0.09%
20,835
67
$401K 0.09%
6,976
+2
68
$384K 0.09%
4,054
-62
69
$339K 0.08%
5,245
70
$336K 0.08%
2,930
71
$331K 0.08%
5,080
72
$316K 0.07%
4,199
73
$302K 0.07%
5,230
+1,118
74
$295K 0.07%
14,410
+235
75
$283K 0.06%
52,977
1 2
3
4 5