GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
+0.7%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$160M
AUM Growth
+$160M
(-0.64%)
Cap. Flow
-$603K
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
31.33%
Holding
117
New
–
Increased
34
Reduced
35
Closed
3
Top Buys
| 1 |
WideOpenWest
WOW
|
$1.19M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$669K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$418K |
| 4 |
Organon & Co
OGN
|
$291K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$165K |
Top Sells
| 1 |
Viatris
VTRS
|
$3.08M |
| 2 |
AT&T
T
|
$236K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$204K |
| 4 |
Microsoft
MSFT
|
$172K |
| 5 |
Apple
AAPL
|
$115K |
Sector Composition
| 1 | Technology | 21.03% |
| 2 | Healthcare | 13.26% |
| 3 | Financials | 12.31% |
| 4 | Consumer Staples | 9.86% |
| 5 | Consumer Discretionary | 6.64% |
