GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 16.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.4M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$331K
3
+$158K
4
UPS icon
United Parcel Service
UPS
+$70.5K
5
VLO icon
Valero Energy
VLO
+$70.3K

Top Sells

1
+$1.33M
2
+$781K
3
+$282K
4
BP icon
BP
BP
+$274K
5
IBM icon
IBM
IBM
+$257K

Sector Composition

1 Technology 17.36%
2 Healthcare 16.36%
3 Financials 12.49%
4 Consumer Staples 10.33%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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106
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107
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-1,000
108
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109
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-8,850
110
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-1,350
111
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-9,450
1 2 3 4
5