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
51
$762K 0.69%
+3,672
52
$759K 0.69%
+10,000
53
$749K 0.68%
+5,714
54
$745K 0.68%
+31,541
55
$738K 0.67%
+9,400
56
$734K 0.67%
+7,425
57
$733K 0.67%
+14,455
58
$731K 0.67%
+5,381
59
$685K 0.62%
+9,711
60
$683K 0.62%
+11,150
61
$671K 0.61%
+16,350
62
$663K 0.6%
+37,050
63
$650K 0.59%
+6,932
64
$650K 0.59%
+7,613
65
$647K 0.59%
+5,147
66
$636K 0.58%
+9,056
67
$630K 0.57%
+12,026
68
$602K 0.55%
+6,250
69
$575K 0.52%
+8,025
70
$569K 0.52%
+9,125
71
$540K 0.49%
+9,845
72
$532K 0.48%
+18,600
73
$524K 0.48%
+9,800
74
$520K 0.47%
+17,928
75
$517K 0.47%
+7,706
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3
4 5