WG
Welch Group Portfolio holdings
AUM
$2.39B
This Quarter Return
+6.68%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$960K
AUM Growth
+$960K
(-100%)
Cap. Flow
-$270K
Cap. Flow
% of AUM
-28.13%
Top 10 Holdings %
Top 10 Hldgs %
35.09%
Holding
154
New
13
Increased
72
Reduced
18
Closed
6
Top Buys
| 1 |
Zimmer Biomet
ZBH
|
$78.9K |
| 2 |
Colgate-Palmolive
CL
|
$1.59K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.52K |
| 4 |
General Mills
GIS
|
$1.51K |
| 5 |
Synovus
SNV
|
$1.49K |
Top Sells
| 1 |
ESGR
Enstar Group
ESGR
|
$128K |
| 2 |
Enbridge
ENB
|
$109K |
| 3 |
GE Aerospace
GE
|
$109K |
| 4 |
TGIC
TRIAD GUARANTY INC
TGIC
|
$14K |
| 5 |
Altimmune
ALT
|
$13K |
Sector Composition
| 1 | Healthcare | 17.26% |
| 2 | Consumer Staples | 15.5% |
| 3 | Technology | 12.73% |
| 4 | Industrials | 11.68% |
| 5 | Energy | 9.19% |
