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
101
$1.07M 0.14%
37,655
+1,160
102
$1.02M 0.13%
66,775
+400
103
$1.01M 0.13%
61,375
+4,775
104
$1M 0.13%
104,323
+13,900
105
$979K 0.13%
9,242
+611
106
$972K 0.12%
23,380
+12,055
107
$970K 0.12%
21,166
108
$956K 0.12%
8,817
-6
109
$946K 0.12%
77,522
+12,780
110
$930K 0.12%
20,667
111
$852K 0.11%
39,795
+8,640
112
$841K 0.11%
20,578
+36
113
$803K 0.1%
8,931
+220
114
$771K 0.1%
9,693
-50
115
$765K 0.1%
15,745
+240
116
$751K 0.1%
8,230
-100
117
$748K 0.1%
19,695
-5,840
118
$745K 0.1%
111,579
+8,997
119
$727K 0.09%
53,958
120
$695K 0.09%
59,634
+1,750
121
$676K 0.09%
50,218
-100
122
$673K 0.09%
13,378
+379
123
$580K 0.07%
+10,135
124
$551K 0.07%
18,360
125
$546K 0.07%
8,555
+375
3 4
5
6 7