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
$1.74B
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.34M
3
+$1.86M
4
VZ icon
Verizon
VZ
+$1.74M
5
QCOM icon
Qualcomm
QCOM
+$1.66M

Top Sells

1
+$1.25M
2
+$1.13M
3
+$989K
4
AAPL icon
Apple
AAPL
+$900K
5
XOM icon
Exxon Mobil
XOM
+$806K

Sector Composition

1 Technology 20.06%
2 Consumer Staples 17.7%
3 Financials 15.59%
4 Industrials 9.85%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.02%
1,512
+399
152
$324K 0.02%
6,648
153
$322K 0.02%
2,169
154
$312K 0.02%
2,100
155
$308K 0.02%
2,114
-32
156
$307K 0.02%
4,198
157
$306K 0.02%
1,020
158
$298K 0.02%
3,323
-315
159
$297K 0.02%
4,121
160
$289K 0.02%
2,502
161
$274K 0.02%
2,000
162
$271K 0.02%
3,592
+8
163
$271K 0.02%
4,000
164
$270K 0.02%
1,450
165
$270K 0.02%
3,908
-6
166
$270K 0.02%
4,280
-60
167
$270K 0.02%
10,816
168
$267K 0.02%
+1,181
169
$266K 0.02%
18,500
170
$266K 0.02%
10,089
+68
171
$265K 0.02%
2,271
+172
172
$265K 0.02%
4,181
173
$259K 0.01%
2,011
174
$258K 0.01%
3,345
-318
175
$257K 0.01%
4,531
5 6
7
8 9