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

Top Buys

1 +$826K
2 +$543K
3 +$253K
4
GWW icon
W.W. Grainger
GWW
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$212K

Top Sells

1 +$577K
2 +$379K
3 +$364K
4
MSFT icon
Microsoft
MSFT
+$322K
5
WOW
WideOpenWest
WOW
+$250K

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
-4,000