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
26
$1.06M 0.97%
+12,722
27
$1.04M 0.94%
+19,700
28
$1.03M 0.94%
+14,239
29
$995K 0.91%
+9,520
30
$994K 0.91%
+22,800
31
$972K 0.89%
+36,397
32
$962K 0.88%
+43,700
33
$961K 0.87%
+36,050
34
$932K 0.85%
+10,085
35
$929K 0.85%
+35,236
36
$922K 0.84%
+11,356
37
$921K 0.84%
+17,250
38
$917K 0.83%
+14,975
39
$906K 0.82%
+24,950
40
$892K 0.81%
+8,023
41
$882K 0.8%
+20,500
42
$873K 0.79%
+34,424
43
$853K 0.78%
+16,620
44
$847K 0.77%
+9,670
45
$832K 0.76%
+8,945
46
$823K 0.75%
+11,900
47
$807K 0.73%
+27,308
48
$801K 0.73%
+5,831
49
$800K 0.73%
+12,225
50
$767K 0.7%
+10,325
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