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GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $172M
1-Year Est. Return 16.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$580K
3
+$480K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$394K
5
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$364K

Top Sells

1
+$497K
2
+$232K
3
+$221K
4
TGT icon
Target
TGT
+$173K
5
ORCL icon
Oracle
ORCL
+$139K

Sector Composition

1 Technology 25.24%
2 Financials 12.57%
3 Consumer Staples 8.33%
4 Healthcare 7.59%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$706K 0.41%
2,045
77
$664K 0.38%
27,750
+1,000
78
$629K 0.36%
3,300
79
$610K 0.35%
3,470
-15
80
$608K 0.35%
23,800
+14,300
81
$606K 0.35%
9,407
+14
82
$588K 0.34%
2,965
83
$583K 0.33%
3,760
84
$572K 0.33%
7,160
+285
85
$549K 0.32%
1,100
86
$546K 0.31%
960
87
$498K 0.29%
7,800
88
$474K 0.27%
40,900
89
$453K 0.26%
5,500
90
$451K 0.26%
1,570
91
$449K 0.26%
3,225
92
$436K 0.25%
1,235
93
$422K 0.24%
3,150
94
$420K 0.24%
4,175
95
$417K 0.24%
4,645
-1,760
96
$391K 0.22%
4,300
97
$390K 0.22%
1,700
98
$380K 0.22%
960
99
$373K 0.21%
4,000
100
$349K 0.2%
1,235
2 3
4
5 6