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
$1.75B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$3.77M
3
+$3.62M
4
VZ icon
Verizon
VZ
+$3.47M
5
MMM icon
3M
MMM
+$3.39M

Top Sells

1
+$14.3M
2
+$9.55M
3
+$4.67M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.15M

Sector Composition

1 Technology 18.49%
2 Financials 18.48%
3 Consumer Staples 15.43%
4 Industrials 11.07%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.02%
4,039
127
$426K 0.02%
18,613
+965
128
$423K 0.02%
1,859
129
$422K 0.02%
3,656
130
$421K 0.02%
2,196
131
$417K 0.02%
3,045
+8
132
$415K 0.02%
3,237
+2
133
$413K 0.02%
19,557
-774
134
$397K 0.02%
20,382
135
$388K 0.02%
6,648
136
$384K 0.02%
+6,998
137
$379K 0.02%
1,712
138
$379K 0.02%
2,799
+1
139
$367K 0.02%
+3,356
140
$366K 0.02%
4,198
141
$363K 0.02%
+14,956
142
$363K 0.02%
16,476
-2,640
143
$354K 0.02%
4,540
-20
144
$351K 0.02%
2,525
145
$345K 0.02%
2,520
146
$343K 0.02%
2,055
+55
147
$343K 0.02%
2,308
+18
148
$339K 0.02%
1,242
149
$335K 0.02%
7,473
+37
150
$324K 0.02%
3,800
4 5
6
7 8