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
76
$273K 0.06%
23,177
-284
77
$268K 0.06%
3,132
+203
78
$262K 0.06%
9,990
79
$255K 0.06%
4,356
+646
80
$253K 0.06%
2,786
+147
81
$249K 0.06%
4,252
-302
82
$248K 0.06%
3,918
83
$248K 0.06%
6,134
84
$244K 0.06%
4,260
85
$237K 0.05%
5,961
+307
86
$236K 0.05%
8,463
87
$235K 0.05%
6,652
+29
88
$232K 0.05%
2,780
-360
89
$230K 0.05%
3,013
+480
90
$228K 0.05%
3,033
-652
91
$216K 0.05%
7,416
+1,446
92
$210K 0.05%
2,225
93
$206K 0.05%
5,377
+141
94
$201K 0.05%
5,317
95
$191K 0.04%
1,071
-530
96
$191K 0.04%
2,722
97
$190K 0.04%
+8,150
98
$188K 0.04%
5,034
+918
99
$188K 0.04%
5,890
-234
100
$187K 0.04%
2,524
+19
2 3
4
5 6