GWCM
Godshalk Welsh Capital Management Portfolio holdings
AUM
$162M
This Quarter Return
+5.74%
1 Year Return
+14.73%
3 Year Return
+54.87%
5 Year Return
+105.33%
10 Year Return
+267.23%
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
286
New
286
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$2.47M |
| 2 |
Invesco Preferred ETF
PGX
|
$2.42M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.3M |
| 4 |
Globus Medical
GMED
|
$2.26M |
| 5 |
Apple
AAPL
|
$2.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.99% |
| 2 | Technology | 12.79% |
| 3 | Financials | 11.07% |
| 4 | Consumer Staples | 10.99% |
| 5 | Industrials | 9.4% |
