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
$2.22B
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.18M
3
+$3.56M
4
AVGO icon
Broadcom
AVGO
+$3.54M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.05M

Top Sells

1
+$14.8M
2
+$8.87M
3
+$3.7M
4
JPM icon
JPMorgan Chase
JPM
+$1.16M
5
NVDA icon
NVIDIA
NVDA
+$948K

Sector Composition

1 Technology 21.01%
2 Financials 18.82%
3 Consumer Staples 15.09%
4 Industrials 10.69%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.08%
1,905
+55
77
$1.75M 0.08%
22,000
78
$1.68M 0.08%
7,405
+352
79
$1.67M 0.08%
11,000
80
$1.63M 0.07%
8,122
-487
81
$1.63M 0.07%
19,927
+2,241
82
$1.53M 0.07%
13,000
83
$1.52M 0.07%
34,700
-7,781
84
$1.52M 0.07%
21,545
+185
85
$1.51M 0.07%
13,016
+1
86
$1.37M 0.06%
6,788
87
$1.34M 0.06%
2,870
+100
88
$1.34M 0.06%
10,700
89
$1.33M 0.06%
12,316
+171
90
$1.31M 0.06%
16,936
91
$1.24M 0.06%
12,269
92
$1.18M 0.05%
15,400
93
$1.17M 0.05%
6,200
94
$1.17M 0.05%
4,366
95
$1.17M 0.05%
7,512
96
$1.12M 0.05%
18,847
-1
97
$1.12M 0.05%
34,558
-3,156
98
$1.1M 0.05%
5,400
99
$1.09M 0.05%
12,869
+613
100
$1.09M 0.05%
11,899
+311
2 3
4
5 6