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
$108M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$476K
2 +$243K
3 +$215K
4
MTB icon
M&T Bank
MTB
+$204K
5
RSG icon
Republic Services
RSG
+$204K

Top Sells

1 +$347K
2 +$213K
3 +$179K
4
INTU icon
Intuit
INTU
+$111K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$103K

Sector Composition

1 Technology 18.25%
2 Healthcare 14.11%
3 Financials 12.95%
4 Consumer Staples 10.97%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.2%
4,700
102
$211K 0.2%
4,150
-300
103
$204K 0.19%
+1,200
104
$204K 0.19%
+2,350
105
$202K 0.19%
715
106
$201K 0.19%
+1,150
107
-3,956
108
-2,918