GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 16.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$2.4M
3 +$2.21M
4
GMED icon
Globus Medical
GMED
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.08M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.99%
2 Technology 12.79%
3 Financials 10.99%
4 Consumer Staples 10.99%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
$3K ﹤0.01%
+35
278
$2K ﹤0.01%
+32
279
$2K ﹤0.01%
+75
280
$2K ﹤0.01%
+1,000
281
$1K ﹤0.01%
+10
282
$1K ﹤0.01%
+29
283
$0 ﹤0.01%
+12
284
$0 ﹤0.01%
+17