GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
-0.17%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$155M
AUM Growth
+$155M
(-2.1%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
126
New
2
Increased
24
Reduced
53
Closed
6
Top Buys
| 1 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
$819K |
| 2 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$540K |
| 3 |
Adobe
ADBE
|
$227K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$210K |
| 5 |
W.W. Grainger
GWW
|
$200K |
Top Sells
| 1 |
Globus Medical
GMED
|
$605K |
| 2 |
Apple
AAPL
|
$387K |
| 3 |
Merck
MRK
|
$366K |
| 4 |
Microsoft
MSFT
|
$318K |
| 5 |
Hershey
HSY
|
$249K |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Financials | 12.9% |
| 3 | Consumer Staples | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Consumer Discretionary | 6.44% |