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
76
$1.08M 0.06%
13,400
77
$1.06M 0.06%
5,957
+432
78
$1.03M 0.06%
5,925
79
$1.03M 0.06%
1,907
+64
80
$991K 0.06%
13,585
+1
81
$986K 0.06%
10,985
+3
82
$956K 0.05%
28,598
-263
83
$942K 0.05%
9,094
-30
84
$931K 0.05%
22,545
-370
85
$906K 0.05%
4,495
86
$880K 0.05%
30,658
-2,499
87
$878K 0.05%
5,735
88
$763K 0.04%
4,400
89
$726K 0.04%
1,966
-389
90
$689K 0.04%
4,973
91
$663K 0.04%
86,351
-15,118
92
$629K 0.04%
2,859
+212
93
$610K 0.04%
6,390
94
$607K 0.03%
5,727
95
$588K 0.03%
1,274
+103
96
$588K 0.03%
2,832
-100
97
$577K 0.03%
13,528
+498
98
$566K 0.03%
6,164
-5,915
99
$563K 0.03%
10,572
-86
100
$555K 0.03%
53,272
2 3
4
5 6