GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.06B
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$5.61M
3
+$3.94M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$580K
5
MUR icon
Murphy Oil
MUR
+$501K

Top Sells

1
+$9.33M
2
+$7.45M
3
+$7.29M
4
PH icon
Parker-Hannifin
PH
+$6.98M
5
MSFT icon
Microsoft
MSFT
+$6.62M

Sector Composition

1 Technology 21.52%
2 Energy 16.06%
3 Financials 16%
4 Healthcare 9.24%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.61M 0.72%
+107,760
52
$5.56M 0.71%
150,000
53
$5.48M 0.7%
321,726
54
$5.15M 0.66%
105,025
-75,011
55
$5.1M 0.65%
61,255
-6
56
$4.8M 0.61%
300,000
57
$4.77M 0.61%
59,250
58
$4.7M 0.6%
330,129
59
$4.65M 0.59%
200,000
60
$4.52M 0.58%
50,704
61
$4.01M 0.51%
102,100
+2,000
62
$4M 0.51%
61,632
63
$3.99M 0.51%
154,700
64
$3.6M 0.46%
234,100
65
$3.58M 0.46%
60,175
-10
66
$3.36M 0.43%
100,000
67
$3.34M 0.43%
134,600
68
$3.31M 0.42%
30,897
+648
69
$3.31M 0.42%
60,000
70
$3.3M 0.42%
71,454
71
$3.26M 0.42%
127,500
+3,750
72
$3.02M 0.39%
75,002
-75,000
73
$2.94M 0.38%
165,594
74
$2.83M 0.36%
16,105
-230
75
$2.74M 0.35%
61,285
1 2
3
4 5