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
$884M
AUM Growth
-$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$543K
3
+$541K
4
MUR icon
Murphy Oil
MUR
+$528K
5
IBM icon
IBM
IBM
+$448K

Top Sells

1
+$495M
2
+$17.5M
3
+$13.9M
4
VLO icon
Valero Energy
VLO
+$9.54M
5
GS icon
Goldman Sachs
GS
+$8.89M

Sector Composition

1 Technology 23.03%
2 Energy 15.84%
3 Financials 15.74%
4 Healthcare 9.31%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.12%
21,166
102
$1.08M 0.12%
66,375
+16,350
103
$1.04M 0.12%
56,600
+16,020
104
$1.02M 0.12%
8,823
+2,500
105
$1M 0.11%
36,495
+12,675
106
$963K 0.11%
15,000
+5,000
107
$957K 0.11%
20,667
+3,627
108
$950K 0.11%
25,535
+6,269
109
$924K 0.1%
+8,631
110
$895K 0.1%
90,423
-25
111
$844K 0.1%
8,711
+1,475
112
$840K 0.1%
20,542
+25
113
$839K 0.1%
64,742
-50
114
$781K 0.09%
9,743
+125
115
$776K 0.09%
53,958
-100
116
$735K 0.08%
8,330
+3,575
117
$727K 0.08%
102,582
+1,650
118
$718K 0.08%
50,318
+16,200
119
$704K 0.08%
57,884
-100
120
$703K 0.08%
15,505
-290
121
$659K 0.07%
31,155
+14,780
122
$655K 0.07%
12,999
+6,780
123
$619K 0.07%
23,600
124
$605K 0.07%
6,213
+2,046
125
$576K 0.07%
4,004
-20
3 4
5
6 7