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GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$172M
1-Year Est. Return
16.03%
This Fund
S&P 500
1 Year Est. Return
+16.03%
AUM
$172M
AUM Growth
-$2.64M
(-1.5%)
Holding
137
Top Buys
| 1 | +$908K | |
| 2 | +$768K | |
| 3 | +$739K | |
| 4 |
Waters Corp
WAT
|
+$570K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$403K |
Top Sells
| 1 | +$311K | |
| 2 | +$286K | |
| 3 | +$258K | |
| 4 |
Eli Lilly
LLY
|
+$242K |
| 5 |
Danaher
DHR
|
+$229K |
Sector Composition
| 1 | Technology | 19.93% |
| 2 | Financials | 11.26% |
| 3 | Consumer Staples | 8.47% |
| 4 | Healthcare | 8.36% |
| 5 | Consumer Discretionary | 6.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Verizon
VZ
$196B
| $223K | 0.13% |
+4,433
|
|
||
|
Q
127
Qnity Electronics Inc
Q
$31.2B
| $222K | 0.13% |
+1,924
|
|
||
128
Simon Property Group
SPG
$69.7B
| $210K | 0.12% |
1,125
|
|
||
129
American Electric Power
AEP
$69.9B
| $210K | 0.12% |
+1,600
|
|
||
130
Adobe
ADBE
$88.4B
| – | – |
-890
|
|
||
|
131
Danaher
DHR
$128B
| – | – |
-1,000
|
|
||
132
Elevance Health
ELV
$86.7B
| – | – |
-625
|
|
||
133
Emerson Electric
EMR
$79.6B
| – | – |
-1,400
|
|
||
|
134
Eli Lilly
LLY
$1.04T
| – | – |
-225
|
|
||
135
Invesco Preferred ETF
PGX
$3.82B
| – | – |
-14,900
|
|
||
136
Stantec
STN
$8.22B
| – | – |
-2,200
|
|