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
$176M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$208K
3
+$203K
4
NOK icon
Nokia
NOK
+$203K
5
UBER icon
Uber
UBER
+$160K

Top Sells

1
+$329K
2
+$283K
3
+$202K
4
LOW icon
Lowe's Companies
LOW
+$129K
5
WOW icon
WideOpenWest
WOW
+$129K

Sector Composition

1 Technology 22.45%
2 Healthcare 13.25%
3 Financials 10.93%
4 Consumer Staples 10.09%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$331K 0.19%
715
102
$328K 0.19%
2,350
103
$328K 0.19%
1,300
104
$319K 0.18%
5,275
105
$308K 0.18%
5,394
+105
106
$297K 0.17%
11,600
107
$284K 0.16%
5,269
108
$269K 0.15%
3,920
109
$269K 0.15%
1,115
110
$268K 0.15%
3,400
111
$259K 0.15%
1,812
112
$246K 0.14%
4,150
113
$214K 0.12%
1,025
114
$209K 0.12%
+2,150
115
$208K 0.12%
+455
116
$205K 0.12%
2,200
117
$203K 0.12%
+1,750
118
$203K 0.12%
+1,290
1 2 3 4
5