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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.3M
4
GMED icon
Globus Medical
GMED
+$2.26M
5
AAPL icon
Apple
AAPL
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.99%
2 Technology 12.79%
3 Financials 11.07%
4 Consumer Staples 10.99%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.22%
+4,166
127
$238K 0.22%
+3,850
128
$237K 0.22%
+2,300
129
$232K 0.21%
+1,850
130
$232K 0.21%
+3,400
131
$229K 0.21%
+16,640
132
$227K 0.21%
+2,100
133
$224K 0.2%
+3,100
134
$212K 0.19%
+3,925
135
$209K 0.19%
+4,250
136
$208K 0.19%
+3,550
137
$206K 0.19%
+2,000
138
$206K 0.19%
+3,675
139
$193K 0.18%
+2,650
140
$189K 0.17%
+1,825
141
$188K 0.17%
+1,750
142
$180K 0.16%
+6,700
143
$179K 0.16%
+4,450
144
$179K 0.16%
+3,746
145
$177K 0.16%
+2,116
146
$174K 0.16%
+3,550
147
$173K 0.16%
+2,300
148
$171K 0.16%
+2,065
149
$155K 0.14%
+2,550
150
$151K 0.14%
+421
4 5
6
7 8