GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
+10.93%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$176M
AUM Growth
+$176M
(+9.5%)
Cap. Flow
-$372K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
30.93%
Holding
118
New
4
Increased
21
Reduced
45
Closed
–
Top Buys
| 1 |
WEC Energy
WEC
|
$209K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$208K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$203K |
| 4 |
Nokia
NOK
|
$203K |
| 5 |
Uber
UBER
|
$160K |
Top Sells
| 1 |
Apple
AAPL
|
$329K |
| 2 |
Intuit
INTU
|
$283K |
| 3 |
Microsoft
MSFT
|
$202K |
| 4 |
Lowe's Companies
LOW
|
$129K |
| 5 |
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% |
