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
$2.22B
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.18M
3
+$3.56M
4
AVGO icon
Broadcom
AVGO
+$3.54M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.05M

Top Sells

1
+$14.8M
2
+$8.87M
3
+$3.7M
4
JPM icon
JPMorgan Chase
JPM
+$1.16M
5
NVDA icon
NVIDIA
NVDA
+$948K

Sector Composition

1 Technology 21.01%
2 Financials 18.82%
3 Consumer Staples 15.09%
4 Industrials 10.69%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$534K 0.02%
2,027
+159
152
$532K 0.02%
5,870
153
$523K 0.02%
1,559
-37
154
$479K 0.02%
2,444
+14
155
$470K 0.02%
4,531
156
$462K 0.02%
19,536
157
$461K 0.02%
6,092
158
$461K 0.02%
2,610
-9
159
$454K 0.02%
14,962
+26
160
$453K 0.02%
1,546
-163
161
$449K 0.02%
1,923
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162
$445K 0.02%
33,497
163
$444K 0.02%
1,947
+2
164
$434K 0.02%
+7,496
165
$431K 0.02%
2,520
+5
166
$415K 0.02%
2,331
+4
167
$413K 0.02%
7,666
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168
$409K 0.02%
14,380
169
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4,539
+1,882
170
$406K 0.02%
4,764
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171
$406K 0.02%
11,500
172
$402K 0.02%
12,869
+68
173
$400K 0.02%
3,656
174
$394K 0.02%
9,950
+49
175
$391K 0.02%
3,494
-153
5 6
7
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