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
$97.7M
AUM Growth
+$905K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$242K
2 +$228K
3 +$202K
4
WFM
Whole Foods Market Inc
WFM
+$200K
5
GSK icon
GSK
GSK
+$121K

Top Sells

1 +$236K
2 +$217K
3 +$216K
4
LM
Legg Mason, Inc.
LM
+$206K
5
ABT icon
Abbott
ABT
+$201K

Sector Composition

1 Healthcare 14.57%
2 Technology 14.43%
3 Financials 12.59%
4 Consumer Staples 11.83%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.2%
+6,490
127
$126K 0.13%
400,000
128
$22K 0.02%
6,000
-2,000
129
-2,337
130
-4,550
131
-2,500
132
-3,900
133
-6,150
134
-4,750