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
$104M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$720K
2 +$398K
3 +$323K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$236K
5
UNP icon
Union Pacific
UNP
+$217K

Top Sells

1 +$280K
2 +$213K
3 +$173K
4
GMED icon
Globus Medical
GMED
+$70.8K
5
AAPL icon
Apple
AAPL
+$68.7K

Sector Composition

1 Technology 18.36%
2 Healthcare 15.38%
3 Financials 12.14%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.2%
3,956
102
$209K 0.2%
4,450
103
$205K 0.2%
715
-100
104
-8,692