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
$163M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$209K
3
+$65.9K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$30.1K
5
VFC icon
VF Corp
VFC
+$25.6K

Top Sells

1
+$1.21M
2
+$331K
3
+$214K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$208K
5
EMR icon
Emerson Electric
EMR
+$205K

Sector Composition

1 Technology 21.53%
2 Healthcare 13.96%
3 Financials 11.53%
4 Consumer Staples 10.47%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.37%
7,025
77
$606K 0.37%
1,672
-28
78
$597K 0.37%
8,500
-400
79
$586K 0.36%
10,300
+450
80
$563K 0.35%
1,275
81
$554K 0.34%
7,530
-368
82
$511K 0.31%
5,400
83
$510K 0.31%
8,350
-750
84
$500K 0.31%
3,650
85
$475K 0.29%
4,495
+100
86
$469K 0.29%
1,805
87
$455K 0.28%
2,100
88
$441K 0.27%
8,526
+21
89
$428K 0.26%
9,963
+700
90
$427K 0.26%
5,850
91
$421K 0.26%
3,557
-168
92
$398K 0.24%
7,800
93
$397K 0.24%
2,857
-168
94
$374K 0.23%
10,325
95
$369K 0.23%
6,450
-250
96
$366K 0.22%
2,942
97
$363K 0.22%
5,269
98
$355K 0.22%
1,300
99
$351K 0.22%
715
100
$340K 0.21%
950
1 2 3
4
5