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
76
$516K 0.47%
+42,750
77
$513K 0.47%
+4,925
78
$511K 0.47%
+7,800
79
$505K 0.46%
+7,650
80
$498K 0.45%
+7,950
81
$493K 0.45%
+4,036
82
$490K 0.45%
+3,770
83
$487K 0.44%
+14,398
84
$486K 0.44%
+7,336
85
$482K 0.44%
+6,710
86
$467K 0.43%
+7,450
87
$462K 0.42%
+17,400
88
$459K 0.42%
+4,545
89
$456K 0.42%
+10,150
90
$452K 0.41%
+10,050
91
$429K 0.39%
+8,045
92
$404K 0.37%
+3,600
93
$404K 0.37%
+3,616
94
$390K 0.36%
+4,725
95
$389K 0.35%
+17,582
96
$382K 0.35%
+1,983
97
$380K 0.35%
+10,100
98
$379K 0.35%
+24,975
99
$369K 0.34%
+3,550
100
$365K 0.33%
+5,450
2 3
4
5 6