WG
Welch Group Portfolio holdings
AUM
$2.39B
1-Year Return
15.73%
This Quarter Return
+4.14%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$1.02B
AUM Growth
+$42.7M
(+4.4%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
33%
Holding
160
New
17
Increased
59
Reduced
48
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.71M |
| 2 |
ServisFirst Bancshares
SFBS
|
$1.53M |
| 3 |
AbbVie
ABBV
|
$778K |
| 4 |
Emerson Electric
EMR
|
$769K |
| 5 |
Chevron
CVX
|
$738K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$2.72M |
| 2 |
IBM
IBM
|
$915K |
| 3 |
Microsoft
MSFT
|
$808K |
| 4 |
NextEra Energy, Inc.
NEE
|
$691K |
| 5 |
Southern Company
SO
|
$488K |
Sector Composition
| 1 | Consumer Staples | 17.69% |
| 2 | Technology | 13.63% |
| 3 | Industrials | 12.4% |
| 4 | Healthcare | 10.02% |
| 5 | Utilities | 9.87% |
