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
126
$558K 0.06%
18,360
127
$541K 0.06%
+9,819
128
$528K 0.06%
+11,325
129
$520K 0.06%
8,180
+2,800
130
$511K 0.06%
6,271
-158
131
$508K 0.06%
4,802
132
$503K 0.06%
9,281
+450
133
$481K 0.05%
6,396
134
$468K 0.05%
4,542
135
$465K 0.05%
5,737
136
$463K 0.05%
7,987
+496
137
$429K 0.05%
+51,000
138
$429K 0.05%
33,610
139
$403K 0.05%
14,539
-240
140
$395K 0.04%
23,138
-75
141
$393K 0.04%
14,650
142
$387K 0.04%
26,541
-11
143
$362K 0.04%
13,507
-11,311
144
$345K 0.04%
4,161
-1,060
145
$344K 0.04%
1,816
+30
146
$322K 0.04%
15,106
-2,534
147
$319K 0.04%
19,749
+4,421
148
$316K 0.04%
59,211
+3,080
149
$307K 0.03%
11,799
-25
150
$306K 0.03%
+5,950
4 5
6
7 8