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
$103M
AUM Growth
+$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$781K
3
+$334K
4
MA icon
Mastercard
MA
+$223K
5
UNP icon
Union Pacific
UNP
+$220K

Top Sells

1
+$451K
2
+$212K
3
+$206K
4
MTB icon
M&T Bank
MTB
+$204K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$143K

Sector Composition

1 Technology 17.86%
2 Healthcare 16.28%
3 Financials 13.58%
4 Consumer Staples 10.41%
5 Industrials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$751K 0.73%
17,475
-1,250
52
$750K 0.73%
5,000
-100
53
$743K 0.72%
8,443
54
$729K 0.71%
7,708
55
$728K 0.71%
7,336
56
$693K 0.67%
12,200
+1,100
57
$674K 0.66%
5,975
-500
58
$658K 0.64%
1,770
-50
59
$655K 0.64%
7,200
+225
60
$648K 0.63%
4,992
61
$637K 0.62%
9,805
-1,150
62
$632K 0.62%
2,173
-50
63
$629K 0.61%
9,400
-600
64
$623K 0.61%
7,322
-50
65
$614K 0.6%
13,150
-1,300
66
$597K 0.58%
10,650
67
$569K 0.55%
12,175
68
$522K 0.51%
6,625
-850
69
$504K 0.49%
3,350
70
$486K 0.47%
9,250
+450
71
$480K 0.47%
10,150
+450
72
$476K 0.46%
13,450
-650
73
$472K 0.46%
4,150
-150
74
$461K 0.45%
12,600
75
$458K 0.45%
1,325
-25
1 2
3
4 5