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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.4M
3
+$2.21M
4
GMED icon
Globus Medical
GMED
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.08M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.99%
2 Technology 12.79%
3 Financials 10.99%
4 Consumer Staples 10.99%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.07%
+470
177
$82K 0.07%
+1,100
178
$81K 0.07%
+2,417
179
$80K 0.07%
+525
180
$75K 0.07%
+893
181
$73K 0.07%
+625
182
$72K 0.07%
+800
183
$71K 0.06%
+1,800
184
$69K 0.06%
+1,250
185
$68K 0.06%
+850
186
$68K 0.06%
+1,083
187
$67K 0.06%
+706
188
$67K 0.06%
+540
189
$66K 0.06%
+1,657
190
$64K 0.06%
+600
191
$64K 0.06%
+1,150
192
$62K 0.06%
+100
193
$62K 0.06%
+550
194
$61K 0.06%
+1,000
195
$61K 0.06%
+430
196
$61K 0.06%
+798
197
$59K 0.05%
+700
198
$59K 0.05%
+1,600
199
$58K 0.05%
+432
200
$58K 0.05%
+800
6 7
8
9 10