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
126
$101K 0.02%
+1,196
127
– –
-1,813
128
– –
-8
129
– –
-72,470
2 3 4 5
6