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
$158M
AUM Growth
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$652K
2 +$291K
3 +$270K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$263K
5
SO icon
Southern Company
SO
+$225K

Top Sells

1 +$525K
2 +$355K
3 +$324K
4
GMED icon
Globus Medical
GMED
+$295K
5
CMCSA icon
Comcast
CMCSA
+$291K

Sector Composition

1 Technology 24.09%
2 Financials 12.04%
3 Healthcare 11.06%
4 Consumer Staples 10.9%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,474