GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 16.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.49%
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 +$632K
2 +$280K
3 +$260K
4
ERIE icon
Erie Indemnity
ERIE
+$228K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$219K

Top Sells

1 +$522K
2 +$341K
3 +$324K
4
GMED icon
Globus Medical
GMED
+$291K
5
CMCSA icon
Comcast
CMCSA
+$275K

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