WG
Welch Group Portfolio holdings
AUM
$2.39B
This Quarter Return
+9.61%
1 Year Return
+15.73%
3 Year Return
+44.58%
5 Year Return
+105.77%
10 Year Return
+222.59%
AUM
$1.25B
AUM Growth
+$1.25B
(+8.9%)
Cap. Flow
+$39.1M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
35.11%
Holding
155
New
16
Increased
66
Reduced
45
Closed
8
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$6.41M |
| 2 |
Vanguard Energy ETF
VDE
|
$6.08M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$4.62M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$4.37M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$4.1M |
Top Sells
| 1 |
IBM
IBM
|
$6.04M |
| 2 |
Exxon Mobil
XOM
|
$4.81M |
| 3 |
AT&T
T
|
$4.08M |
| 4 |
Chevron
CVX
|
$3.39M |
| 5 |
ServisFirst Bancshares
SFBS
|
$2.91M |
Sector Composition
| 1 | Technology | 18.98% |
| 2 | Consumer Staples | 17.94% |
| 3 | Financials | 13.6% |
| 4 | Industrials | 11.29% |
| 5 | Healthcare | 9.91% |
