GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$174M
1-Year Est. Return
14.66%
1 Year Est. Return
+14.66%
AUM
$174M
AUM Growth
+$12M
(+7.4%)
Holding
133
Top Buys
| 1 | +$711K | |
| 2 | +$584K | |
| 3 | +$482K | |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$396K |
| 5 |
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
|
+$365K |
Top Sells
| 1 | +$497K | |
| 2 | +$255K | |
| 3 | +$232K | |
| 4 |
Target
TGT
|
+$158K |
| 5 |
Oracle
ORCL
|
+$153K |
Sector Composition
| 1 | Technology | 25.24% |
| 2 | Financials | 12.57% |
| 3 | Consumer Staples | 8.33% |
| 4 | Healthcare | 7.59% |
| 5 | Consumer Discretionary | 6.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Hershey
HSY
$36.7B
| $206K | 0.12% |
+1,100
|
|
||
127
Comcast
CMCSA
$97.1B
| $202K | 0.12% |
6,434
-1,450
|
|
||
128
Elevance Health
ELV
$73.5B
| $202K | 0.12% |
625
-25
|
|
||
129
Hilton Worldwide
HLT
$62.7B
| $201K | 0.12% |
775
|
|
||
130
WideOpenWest
WOW
$444M
| $111K | 0.06% |
21,500
-49,400
|
|
||
131
Carrier Global
CARR
$44.7B
| – | – |
-3,175
|
|
||
132
United Parcel Service
UPS
$81.1B
| – | – |
-4,920
|
|