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
$104M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$410K
3
+$314K
4
DHR icon
Danaher
DHR
+$244K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$243K

Top Sells

1
+$280K
2
+$219K
3
+$172K
4
GMED icon
Globus Medical
GMED
+$77.4K
5
AAPL icon
Apple
AAPL
+$76.9K

Sector Composition

1 Technology 18.36%
2 Healthcare 15.38%
3 Financials 12.14%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.76%
+9,850
52
$754K 0.72%
12,400
+6,750
53
$745K 0.72%
4,288
-209
54
$730K 0.7%
7,336
55
$709K 0.68%
7,100
-100
56
$700K 0.67%
17,500
+4,050
57
$682K 0.66%
8,337
-106
58
$673K 0.65%
12,650
+2,000
59
$665K 0.64%
9,700
+200
60
$639K 0.61%
11,005
+1,200
61
$624K 0.6%
11,624
+1,117
62
$617K 0.59%
7,658
63
$616K 0.59%
6,475
+500
64
$585K 0.56%
13,750
+900
65
$572K 0.55%
5,475
+1,450
66
$563K 0.54%
6,972
-400
67
$555K 0.53%
1,963
68
$553K 0.53%
5,300
+200
69
$541K 0.52%
11,200
+1,600
70
$540K 0.52%
12,175
71
$538K 0.52%
3,350
72
$528K 0.51%
6,725
+750
73
$519K 0.5%
8,750
+750
74
$507K 0.49%
5,975
+800
75
$501K 0.48%
4,656
-63
1 2
3
4 5