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WG

Welch Group Portfolio holdings

AUM $2.66B
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$166K
3
+$118K
4
CSCO icon
Cisco
CSCO
+$92.5K
5
D icon
Dominion Energy
D
+$5.08K

Top Sells

1
+$5.74M
2
+$5.01M
3
+$4.79M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.69M
5
MCD icon
McDonald's
MCD
+$4.65M

Sector Composition

1 Consumer Staples 18.7%
2 Industrials 12.34%
3 Utilities 10.08%
4 Energy 10%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-2,948
127
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128
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-881
129
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-4,408
130
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-6,100
131
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-1,543
132
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-19,354
133
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-4,981
134
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135
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138
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140
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141
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-6,893
142
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143
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148
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