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
$803M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.05M
3
+$1.39M
4
T icon
AT&T
T
+$1.35M
5
KMB icon
Kimberly-Clark
KMB
+$1.32M

Top Sells

1
+$1.15M
2
+$568K
3
+$553K
4
NEE icon
NextEra Energy
NEE
+$264K
5
GLD icon
SPDR Gold Trust
GLD
+$259K

Sector Composition

1 Consumer Staples 17.11%
2 Technology 13.96%
3 Industrials 12.09%
4 Energy 11.05%
5 Utilities 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.13%
16,557
52
$947K 0.12%
17,083
-190
53
$841K 0.1%
6,325
-4,274
54
$791K 0.1%
2,570
55
$735K 0.09%
10,523
56
$687K 0.09%
8,080
+500
57
$661K 0.08%
5,571
-2,185
58
$653K 0.08%
15,189
-197
59
$652K 0.08%
4,920
-149
60
$625K 0.08%
7,744
-890
61
$624K 0.08%
11,276
+46
62
$590K 0.07%
5,253
-45
63
$581K 0.07%
10,030
+2,338
64
$568K 0.07%
32,127
+938
65
$526K 0.07%
3,113
66
$515K 0.06%
3,573
67
$508K 0.06%
10,164
+83
68
$494K 0.06%
7,371
-866
69
$486K 0.06%
6,144
+414
70
$486K 0.06%
6,208
+80
71
$465K 0.06%
7,395
-77
72
$454K 0.06%
3,246
+99
73
$451K 0.06%
76,160
-160
74
$447K 0.06%
15,642
75
$446K 0.06%
25,109
-30
1 2
3
4 5