GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$174M
1-Year Est. Return
14.66%
1 Year Est. Return
+14.66%
AUM
$162M
AUM Growth
+$9.44M
(+6.2%)
Holding
133
Top Buys
| 1 | +$651K | |
| 2 | +$615K | |
| 3 | +$519K | |
| 4 |
Republic Services
RSG
|
+$419K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$407K |
Top Sells
| 1 | +$530K | |
| 2 | +$461K | |
| 3 | +$430K | |
| 4 |
Costco
COST
|
+$315K |
| 5 |
Apollo Global Management
APO
|
+$217K |
Sector Composition
| 1 | Technology | 25.19% |
| 2 | Financials | 12.91% |
| 3 | Consumer Staples | 9.16% |
| 4 | Healthcare | 7.84% |
| 5 | Consumer Discretionary | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Chubb
CB
$116B
| $214K | 0.13% |
740
|
|
||
127
BHP
BHP
$140B
| $207K | 0.13% |
4,300
|
|
||
128
Hilton Worldwide
HLT
$62.7B
| $206K | 0.13% |
+775
|
|
||
129
Markel Group
MKL
$26B
| $206K | 0.13% |
+103
|
|
||
|
130
Apollo Global Management
APO
$75.8B
| – | – |
-1,585
|
|
||
131
Danaher
DHR
$156B
| – | – |
-1,000
|
|
||
132
Erie Indemnity
ERIE
$15B
| – | – |
-500
|
|