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
$98.8M
AUM Growth
-$807K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$793K
2 +$394K
3 +$376K
4
MO icon
Altria Group
MO
+$320K
5
DVN icon
Devon Energy
DVN
+$318K

Sector Composition

1 Technology 15.09%
2 Healthcare 14.18%
3 Financials 13.52%
4 Consumer Staples 10.58%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,000
127
-34,700
128
-8,350