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
$113M
AUM Growth
+$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$204K
3
+$204K
4
AEP icon
American Electric Power
AEP
+$201K
5
WOW icon
WideOpenWest
WOW
+$117K

Top Sells

1
+$204K
2
+$202K
3
+$201K
4
EAT icon
Brinker International
EAT
+$115K
5
GMED icon
Globus Medical
GMED
+$92.2K

Sector Composition

1 Technology 17.73%
2 Healthcare 14.34%
3 Financials 12.25%
4 Consumer Staples 11.54%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.19%
1,350
102
$212K 0.19%
2,125
103
$204K 0.18%
+5,200
104
$204K 0.18%
+2,150
105
$203K 0.18%
2,350
106
$201K 0.18%
+2,150
107
$200K 0.18%
1,537
108
$117K 0.1%
+19,000
109
– –
-715
110
– –
-1,150
111
– –
-1,200
1 2 3 4
5