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
176
$256K 0.01%
2,750
177
$255K 0.01%
2,327
178
$254K 0.01%
+4,500
179
$250K 0.01%
4,404
+13
180
$247K 0.01%
4,947
181
$242K 0.01%
2,141
-12
182
$241K 0.01%
4,903
+322
183
$240K 0.01%
5,700
184
$237K 0.01%
12,736
+352
185
$236K 0.01%
11,182
186
$231K 0.01%
2,453
187
$227K 0.01%
+3,000
188
$226K 0.01%
5,435
189
$226K 0.01%
917
-91
190
$223K 0.01%
3,950
191
$221K 0.01%
2,588
192
$218K 0.01%
5,603
+47
193
$217K 0.01%
2,727
194
$213K 0.01%
2,164
195
$213K 0.01%
7,476
+1
196
$212K 0.01%
12,336
+104
197
$210K 0.01%
+743
198
$209K 0.01%
6,778
-27
199
$208K 0.01%
+4,382
200
$208K 0.01%
3,446
-98
6 7
8
9 10