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
76
$500K 0.48%
5,900
+950
77
$488K 0.47%
1,280
-450
78
$427K 0.41%
13,140
-81
79
$406K 0.39%
8,400
-600
80
$393K 0.38%
1,310
81
$390K 0.37%
6,275
+200
82
$373K 0.36%
4,150
83
$347K 0.33%
2,918
-1,839
84
$343K 0.33%
6,185
+285
85
$328K 0.32%
1,800
86
$326K 0.31%
8,300
-1,300
87
$323K 0.31%
1,800
88
$314K 0.3%
+2,435
89
$296K 0.28%
3,700
90
$279K 0.27%
5,717
91
$267K 0.26%
5,060
+80
92
$244K 0.23%
+2,087
93
$243K 0.23%
+3,750
94
$241K 0.23%
2,100
95
$238K 0.23%
2,125
-225
96
$231K 0.22%
1,862
97
$226K 0.22%
+1,350
98
$224K 0.22%
4,700
+500
99
$224K 0.22%
+950
100
$217K 0.21%
4,500
1 2 3
4
5