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
76
$427K 0.05%
6,024
+457
77
$408K 0.05%
1,849
+115
78
$394K 0.05%
+14,165
79
$380K 0.05%
+5,485
80
$376K 0.05%
8,240
81
$362K 0.05%
51,755
+2,469
82
$358K 0.04%
5,247
-60
83
$354K 0.04%
3,381
84
$353K 0.04%
+8,734
85
$348K 0.04%
4,618
86
$337K 0.04%
5,621
87
$335K 0.04%
30,948
+19,404
88
$324K 0.04%
7,688
89
$322K 0.04%
3,105
90
$318K 0.04%
5,605
-109
91
$310K 0.04%
16,280
92
$303K 0.04%
2,232
93
$296K 0.04%
1,528
-453
94
$287K 0.04%
4,370
95
$276K 0.03%
18,199
96
$272K 0.03%
4,060
97
$272K 0.03%
1,801
98
$259K 0.03%
3,407
-140
99
$258K 0.03%
2,346
100
$256K 0.03%
1,302
-85
2 3
4
5 6