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
$132M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$307K
3
+$264K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$247K
5
XOM icon
Exxon Mobil
XOM
+$204K

Top Sells

1
+$483K
2
+$480K
3
+$427K
4
MSFT icon
Microsoft
MSFT
+$403K
5
PYPL icon
PayPal
PYPL
+$359K

Sector Composition

1 Technology 23.34%
2 Healthcare 12.9%
3 Consumer Staples 11.08%
4 Financials 10.72%
5 Consumer Discretionary 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$466K 0.35%
9,434
+2,334
77
$439K 0.33%
3,600
78
$432K 0.33%
5,050
79
$430K 0.32%
4,535
-10
80
$423K 0.32%
9,200
+250
81
$409K 0.31%
6,500
-2,000
82
$390K 0.29%
2,390
-1,275
83
$370K 0.28%
2,825
84
$356K 0.27%
900
85
$350K 0.26%
6,550
86
$333K 0.25%
4,604
-6,678
87
$328K 0.25%
3,382
88
$325K 0.25%
6,100
-2,250
89
$325K 0.25%
5,600
90
$321K 0.24%
2,250
91
$307K 0.23%
+2,285
92
$305K 0.23%
1,525
-575
93
$287K 0.22%
5,765
+43
94
$285K 0.22%
9,350
-2,575
95
$284K 0.21%
1,415
+59
96
$283K 0.21%
650
97
$267K 0.2%
4,700
98
$267K 0.2%
1,310
99
$265K 0.2%
3,391
+449
100
$265K 0.2%
985
1 2 3
4
5