WG

Welch Group Portfolio holdings

AUM $2.59B
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.66%
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
+$634K
2
+$465K
3
+$429K
4
CVX icon
Chevron
CVX
+$391K
5
VZ icon
Verizon
VZ
+$342K

Top Sells

1
+$1.67M
2
+$426K
3
+$405K
4
SPXU icon
ProShares UltraPro Short S&P 500
SPXU
+$249K
5
MMM icon
3M
MMM
+$117K

Sector Composition

1 Consumer Staples 17.27%
2 Industrials 13.79%
3 Energy 13.32%
4 Healthcare 9.69%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$181K 0.04%
2,201
+131
102
$176K 0.04%
1,902
+92
103
$175K 0.04%
436,360
104
$173K 0.04%
907
-140
105
$173K 0.04%
2,864
-22
106
$171K 0.04%
4,568
-58
107
$170K 0.04%
2,168
-225
108
$169K 0.04%
1,237
+49
109
$169K 0.04%
7,309
+324
110
$163K 0.04%
3,220
111
$157K 0.04%
+1,885
112
$155K 0.04%
1,100
113
$154K 0.03%
4,183
+893
114
$143K 0.03%
1,800
115
$137K 0.03%
8,802
116
$136K 0.03%
2,000
117
$134K 0.03%
1,442
118
$124K 0.03%
1,335
+6
119
$117K 0.03%
+5,223
120
$113K 0.03%
2,112
-139
121
$113K 0.03%
1,845
122
$112K 0.03%
2,242
-2,243
123
$102K 0.02%
+1,218
124
$101K 0.02%
+1,514
125
$101K 0.02%
+1,196
2 3 4
5
6