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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.3M
4
GMED icon
Globus Medical
GMED
+$2.26M
5
AAPL icon
Apple
AAPL
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.99%
2 Technology 12.79%
3 Financials 11.07%
4 Consumer Staples 10.99%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.33%
+3,137
102
$361K 0.33%
+3,408
103
$360K 0.33%
+1,750
104
$358K 0.33%
+4,400
105
$357K 0.33%
+8,450
106
$356K 0.32%
+5,182
107
$353K 0.32%
+11,900
108
$339K 0.31%
+8,925
109
$331K 0.3%
+10,467
110
$330K 0.3%
+3,500
111
$328K 0.3%
+6,150
112
$324K 0.3%
+12,268
113
$316K 0.29%
+5,350
114
$312K 0.28%
+6,950
115
$306K 0.28%
+3,250
116
$289K 0.26%
+7,950
117
$285K 0.26%
+2,435
118
$282K 0.26%
+3,061
119
$278K 0.25%
+9,350
120
$274K 0.25%
+3,450
121
$270K 0.25%
+1,050
122
$255K 0.23%
+4,500
123
$250K 0.23%
+2,100
124
$245K 0.22%
+2,850
125
$243K 0.22%
+4,600
3 4
5
6 7