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
126
$545K 0.07%
4,004
127
$539K 0.07%
23,600
128
$500K 0.06%
9,265
-16
129
$472K 0.06%
6,396
130
$469K 0.06%
4,542
131
$455K 0.06%
7,961
-26
132
$452K 0.06%
7,979
+1,708
133
$450K 0.06%
5,637
-100
134
$440K 0.06%
40,265
+24,720
135
$436K 0.06%
34,910
+1,300
136
$430K 0.05%
51,000
137
$423K 0.05%
14,539
138
$416K 0.05%
23,138
139
$408K 0.05%
+10,115
140
$407K 0.05%
+38,600
141
$366K 0.05%
26,541
142
$366K 0.05%
+18,131
143
$357K 0.05%
4,802
144
$337K 0.04%
1,786
-30
145
$330K 0.04%
14,650
146
$326K 0.04%
11,561
-238
147
$321K 0.04%
+4,070
148
$320K 0.04%
15,106
149
$316K 0.04%
5,950
150
$309K 0.04%
60,381
+1,170
4 5
6
7 8