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
$108M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$243K
3
+$215K
4
MTB icon
M&T Bank
MTB
+$204K
5
RSG icon
Republic Services
RSG
+$204K

Top Sells

1
+$347K
2
+$213K
3
+$179K
4
INTU icon
Intuit
INTU
+$111K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$103K

Sector Composition

1 Technology 18.25%
2 Healthcare 14.11%
3 Financials 12.95%
4 Consumer Staples 10.97%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.27%
10,460
-50
27
$1.31M 1.21%
31,648
+1,250
28
$1.26M 1.16%
12,485
29
$1.24M 1.15%
6,295
30
$1.19M 1.1%
21,960
+1,100
31
$1.16M 1.07%
28,303
-316
32
$1.16M 1.07%
5,665
33
$1.15M 1.06%
11,130
+1,050
34
$1.12M 1.04%
9,741
+450
35
$1.11M 1.03%
43,873
+2,118
36
$1.09M 1.01%
19,072
37
$1.07M 0.99%
12,825
38
$1.07M 0.99%
4,341
39
$1.05M 0.97%
12,185
40
$1M 0.93%
16,350
+3,950
41
$988K 0.91%
12,064
42
$964K 0.89%
19,280
+600
43
$952K 0.88%
5,035
44
$950K 0.88%
4,575
+75
45
$944K 0.87%
36,600
46
$942K 0.87%
11,700
-300
47
$942K 0.87%
17,475
48
$876K 0.81%
5,050
-100
49
$866K 0.8%
7,750
-100
50
$853K 0.79%
9,850
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