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
201
$57K 0.05%
+510
202
$55K 0.05%
+600
203
$54K 0.05%
+800
204
$46K 0.04%
+5,000
205
$44K 0.04%
+500
206
$44K 0.04%
+400
207
$42K 0.04%
+1,434
208
$40K 0.04%
+600
209
$38K 0.03%
+500
210
$38K 0.03%
+500
211
$38K 0.03%
+1,100
212
$36K 0.03%
+1,000
213
$35K 0.03%
+900
214
$35K 0.03%
+700
215
$34K 0.03%
+700
216
$34K 0.03%
+200,000
217
$34K 0.03%
+400
218
$32K 0.03%
+1,400
219
$32K 0.03%
+700
220
$31K 0.03%
+2,000
221
$31K 0.03%
+350
222
$31K 0.03%
+300
223
$31K 0.03%
+45
224
$30K 0.03%
+750
225
$29K 0.03%
+800
7 8
9
10 11