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
$155M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$819K
2 +$540K
3 +$227K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$210K
5
GWW icon
W.W. Grainger
GWW
+$200K

Top Sells

1 +$605K
2 +$387K
3 +$366K
4
MSFT icon
Microsoft
MSFT
+$318K
5
HSY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,300