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
$1.74B
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.34M
3
+$1.86M
4
VZ icon
Verizon
VZ
+$1.74M
5
QCOM icon
Qualcomm
QCOM
+$1.66M

Top Sells

1
+$1.25M
2
+$1.13M
3
+$989K
4
AAPL icon
Apple
AAPL
+$900K
5
XOM icon
Exxon Mobil
XOM
+$806K

Sector Composition

1 Technology 20.06%
2 Consumer Staples 17.7%
3 Financials 15.59%
4 Industrials 9.85%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.28%
51,685
+3,748
52
$4.77M 0.27%
17,972
+1,188
53
$4.61M 0.26%
40,451
+2,302
54
$4.57M 0.26%
14,796
+881
55
$4.27M 0.24%
13,243
+971
56
$4.13M 0.24%
46,288
+4,080
57
$4.07M 0.23%
30,860
+3,017
58
$3.53M 0.2%
20,791
+2,998
59
$3.47M 0.2%
30,045
+255
60
$2.56M 0.15%
5,469
-256
61
$2.36M 0.14%
33,848
62
$2.23M 0.13%
42,525
-1,797
63
$2.17M 0.12%
12,430
64
$2.14M 0.12%
119,889
+2,147
65
$2.02M 0.12%
66,839
+3,821
66
$1.99M 0.11%
20,398
+9
67
$1.85M 0.11%
21,391
68
$1.82M 0.1%
5,272
-174
69
$1.76M 0.1%
38,766
-455
70
$1.45M 0.08%
11,963
-80
71
$1.38M 0.08%
8,151
72
$1.29M 0.07%
2,915
-314
73
$1.27M 0.07%
2,789
+16
74
$1.19M 0.07%
11,793
75
$1.11M 0.06%
44,381
1 2
3
4 5