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
151
$323K 0.02%
5,505
152
$323K 0.02%
1,994
+501
153
$322K 0.02%
4,215
-6,029
154
$320K 0.02%
831
155
$317K 0.02%
3,671
+343
156
$317K 0.02%
1,995
-2,497
157
$315K 0.02%
3,857
+1
158
$313K 0.02%
6,686
+31
159
$313K 0.02%
2,444
+8
160
$312K 0.02%
+2,056
161
$307K 0.02%
2,200
162
$301K 0.02%
2,296
163
$300K 0.02%
5,617
+125
164
$300K 0.02%
4,037
+37
165
$294K 0.02%
4,947
166
$293K 0.02%
18,500
-2,757
167
$290K 0.02%
10,832
168
$289K 0.02%
2,453
-15
169
$284K 0.02%
10,500
170
$284K 0.02%
2,169
171
$274K 0.02%
9,747
172
$273K 0.02%
654
-219
173
$271K 0.02%
3,608
174
$271K 0.02%
2,880
175
$270K 0.02%
2,994
+4
5 6
7
8 9