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Peter Welch

Peter Welch

DEM
House · VT
Data as of 5:29 AM UTC
CAGR
+10.9%
Trades
358
Win Rate
44%
Sharpe
1.87
Beta
1.03
Max DD
(40.9%)
CAGR
+10.9%
Trades
358
Win Rate
44%
Sharpe
1.87
Beta
1.03
Max DD
(40.9%)

Peter Welch portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
GESellgeneral Electric Company$1K - $15KNov 26, 2021Nov 30, 2021
GDXSellSpinnaker Trust$1K - $15KNov 26, 2021Aug 13, 2022
OTHERSellSpinnaker Trust$1K - $15KNov 23, 2021Aug 13, 2022
ASellAgilent Technologies, Inc.$1K - $15KNov 18, 2021Nov 18, 2021
BONDSellAutodesk$1K - $15KNov 18, 2021Nov 18, 2021
CERNSellCerner Corporation$1K - $15KNov 18, 2021Nov 18, 2021
KYOCFSellKyocera Corp Ordinary Shares$1K - $15KNov 18, 2021Nov 18, 2021
MITKSellMitek Systems, Inc.$1K - $15KNov 18, 2021Nov 18, 2021
TNCSellTennant Company$1K - $15KNov 18, 2021Nov 18, 2021
WFCSellWells Fargo & Company$1K - $15KNov 3, 2021Nov 3, 2021
100 trades
…

Peter Welch (D-VT) Stock Trades & Portfolio

Peter Welch is a United States Representative from VT affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 358 disclosed stock trades from Peter Welch, filed under the STOCK Act. The portfolio compounds at 10.9% annualized — 1.1% below the S&P 500 benchmark over the same period, with a 54% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Peter Welch (D-VT) has disclosed 358 trades under the STOCK Act; portfolio CAGR of 10.9% (-1.1% vs. the S&P 500); top tickers traded: N/A, IWM, EWT.

Peter Welch's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, IWM, EWT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 10.9% CAGR, -1.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Peter Welch's disclosed portfolio value & net worth

Peter Welch's disclosed stock portfolio is valued at approximately $577K across 41 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Peter Welch's total net worth, not a complete measure of it.