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
$176M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$208K
3
+$203K
4
NOK icon
Nokia
NOK
+$203K
5
UBER icon
Uber
UBER
+$160K

Top Sells

1
+$329K
2
+$283K
3
+$202K
4
LOW icon
Lowe's Companies
LOW
+$129K
5
WOW icon
WideOpenWest
WOW
+$129K

Sector Composition

1 Technology 22.45%
2 Healthcare 13.25%
3 Financials 10.93%
4 Consumer Staples 10.09%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.24%
27,723
-562
27
$2.13M 1.21%
142,133
-6,625
28
$2.12M 1.2%
14,620
29
$2.04M 1.16%
27,283
+579
30
$2.02M 1.15%
8,730
-125
31
$1.94M 1.1%
11,150
32
$1.9M 1.08%
88,344
-6,000
33
$1.89M 1.08%
6,475
34
$1.87M 1.06%
15,965
35
$1.86M 1.06%
11,775
+50
36
$1.83M 1.04%
23,938
-465
37
$1.83M 1.04%
10,945
-200
38
$1.73M 0.98%
29,278
+100
39
$1.69M 0.96%
31,486
40
$1.64M 0.94%
9,570
-35
41
$1.58M 0.9%
28,750
+2,784
42
$1.56M 0.89%
13,288
-422
43
$1.55M 0.88%
3,080
44
$1.46M 0.83%
5,940
+26
45
$1.41M 0.8%
10,875
-100
46
$1.35M 0.77%
5,770
47
$1.32M 0.75%
26,293
+768
48
$1.31M 0.75%
12,750
49
$1.29M 0.73%
4,810
50
$1.22M 0.69%
10,510
-209
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