GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
-11.55%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$139M
AUM Growth
+$139M
(-14%)
Cap. Flow
-$2.75M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
28.32%
Holding
117
New
2
Increased
10
Reduced
56
Closed
2
Top Buys
| 1 |
General Mills
GIS
|
$223K |
| 2 |
Unilever
UL
|
$218K |
| 3 |
Starbucks
SBUX
|
$32.5K |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
$23.5K |
| 5 |
Unifirst Corp
UNF
|
$17.2K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$552K |
| 2 |
Microsoft
MSFT
|
$389K |
| 3 |
Uber
UBER
|
$325K |
| 4 |
Apple
AAPL
|
$243K |
| 5 |
Corteva
CTVA
|
$209K |
Sector Composition
| 1 | Technology | 19.8% |
| 2 | Healthcare | 14.97% |
| 3 | Consumer Staples | 11.35% |
| 4 | Financials | 10.69% |
| 5 | Communication Services | 6.32% |
