GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
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 +$2.47M
2 +$2.42M
3 +$2.3M
4
GMED icon
Globus Medical
GMED
+$2.26M
5
AAPL icon
Apple
AAPL
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.99%
2 Technology 12.79%
3 Financials 11.07%
4 Consumer Staples 10.99%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$4K ﹤0.01%
+26
277
0
278
$3K ﹤0.01%
+35
279
$2K ﹤0.01%
+32
280
$2K ﹤0.01%
+75
281
$2K ﹤0.01%
+1,000
282
$1K ﹤0.01%
+10
283
$1K ﹤0.01%
+29
284
$0 ﹤0.01%
+12
285
$0 ﹤0.01%
+17