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
51
$1.2M 0.68%
31,862
-2,188
52
$1.12M 0.64%
14,725
53
$1.07M 0.61%
20,749
+2,919
54
$1.07M 0.61%
16,112
-563
55
$1.06M 0.6%
4,880
56
$1.03M 0.59%
7,631
57
$1.03M 0.59%
10,205
58
$1.02M 0.58%
5,400
+150
59
$1.02M 0.58%
19,580
-600
60
$963K 0.55%
6,217
-85
61
$960K 0.55%
4,500
-100
62
$944K 0.54%
11,060
+100
63
$940K 0.54%
6,770
64
$934K 0.53%
5,800
-15
65
$891K 0.51%
1,875
-25
66
$831K 0.47%
7,336
67
$785K 0.45%
5,213
+83
68
$752K 0.43%
3,575
69
$742K 0.42%
7,950
-300
70
$740K 0.42%
3,221
+65
71
$721K 0.41%
9,850
-50
72
$709K 0.4%
8,243
-16
73
$699K 0.4%
22,949
+2,496
74
$682K 0.39%
9,450
-200
75
$676K 0.38%
1,700
1 2
3
4 5