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
76
$2.71M 0.35%
166,539
-135,000
77
$2.68M 0.34%
22,872
78
$2.59M 0.33%
160,473
79
$2.53M 0.32%
142,817
80
$2.48M 0.32%
26,622
81
$2.39M 0.3%
61,121
82
$2.37M 0.3%
18,972
+283
83
$2.16M 0.28%
148,816
84
$2.15M 0.27%
31,658
-34
85
$1.83M 0.23%
15,000
86
$1.74M 0.22%
263,700
87
$1.73M 0.22%
27,652
-10
88
$1.69M 0.22%
756
+2
89
$1.67M 0.21%
62,422
90
$1.66M 0.21%
23,600
91
$1.6M 0.2%
10,309
+226
92
$1.58M 0.2%
19,697
-550
93
$1.54M 0.2%
53,497
94
$1.44M 0.18%
30,781
-1,799
95
$1.4M 0.18%
90,304
+300
96
$1.38M 0.18%
69,292
97
$1.35M 0.17%
86,674
+300
98
$1.35M 0.17%
12,667
99
$1.18M 0.15%
15,675
-75
100
$1.1M 0.14%
28,125
2 3
4
5 6