WI
Welch Investments Portfolio holdings
AUM
$157M
1-Year Est. Return
17.61%
This Fund
S&P 500
1 Year Est. Return
+17.61%
AUM
$157M
AUM Growth
+$12.4M
(+8.6%)
Holding
55
Top Buys
| 1 | +$557K | |
| 2 | +$354K | |
| 3 | +$305K | |
| 4 |
Exxon Mobil
XOM
|
+$272K |
| 5 |
Southern Company
SO
|
+$257K |
Top Sells
| 1 | +$324K | |
| 2 | +$158K | |
| 3 | +$126K | |
| 4 |
McDonald's
MCD
|
+$121K |
| 5 |
Royal Bank of Canada
RY
|
+$60.4K |
Sector Composition
| 1 | Consumer Staples | 18.51% |
| 2 | Technology | 13.36% |
| 3 | Industrials | 13.22% |
| 4 | Healthcare | 10.26% |
| 5 | Energy | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$3.56T
| $114K | 0.07% |
+2,160
|
|
||
52
Philip Morris
PM
$246B
| $111K | 0.07% |
1,051
|
|
||
53
Gilead Sciences
GILD
$173B
| $110K | 0.07% |
1,536
+198
|
|
||
54
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
| $105K | 0.07% |
+12,338
|
|
||
55
Vanguard FTSE Europe ETF
VGK
$30.2B
| – | – |
-2,706
|
|