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
101
$184K 0.04%
4,231
102
$181K 0.04%
2,201
+131
103
$176K 0.04%
1,902
+92
104
$175K 0.04%
436,360
105
$173K 0.04%
907
-140
106
$173K 0.04%
2,864
-22
107
$171K 0.04%
4,568
-58
108
$170K 0.04%
2,168
-225
109
$169K 0.04%
1,237
+49
110
$169K 0.04%
7,309
+324
111
$163K 0.04%
3,220
112
$157K 0.04%
+1,885
113
$155K 0.04%
1,100
114
$154K 0.03%
4,183
+893
115
$143K 0.03%
1,800
116
$137K 0.03%
8,802
117
$136K 0.03%
2,000
118
$134K 0.03%
1,442
119
$124K 0.03%
1,335
+6
120
$117K 0.03%
+5,223
121
$113K 0.03%
2,112
-139
122
$113K 0.03%
1,845
123
$112K 0.03%
2,242
-2,243
124
$102K 0.02%
+1,218
125
$101K 0.02%
+1,514
2 3 4
5
6