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
76
$652K 0.37%
8,675
-300
77
$638K 0.36%
7,898
78
$631K 0.36%
3,650
-300
79
$619K 0.35%
12,825
80
$572K 0.33%
9,100
81
$556K 0.32%
8,900
82
$548K 0.31%
7,800
83
$527K 0.3%
3,025
84
$526K 0.3%
1,805
85
$524K 0.3%
3,725
-25
86
$509K 0.29%
7,025
-25
87
$508K 0.29%
4,395
88
$474K 0.27%
10,325
-975
89
$461K 0.26%
5,400
-150
90
$458K 0.26%
8,505
+56
91
$453K 0.26%
1,275
92
$446K 0.25%
6,700
93
$437K 0.25%
2,942
94
$421K 0.24%
9,263
+557
95
$409K 0.23%
9,750
+3,825
96
$406K 0.23%
2,100
97
$371K 0.21%
2,325
98
$365K 0.21%
5,850
99
$341K 0.19%
950
100
$336K 0.19%
985
1 2 3
4
5