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
151
$297K 0.04%
4,835
+160
152
$287K 0.04%
2,297
+567
153
$251K 0.03%
2,231
154
$249K 0.03%
1,334
+3
155
$242K 0.03%
20,100
-550
156
$241K 0.03%
3,238
-5
157
$231K 0.03%
3,476
158
$221K 0.03%
14,749
-5,000
159
$218K 0.03%
22,200
+200
160
$215K 0.03%
2,765
-1,396
161
$213K 0.03%
5,040
-670
162
$211K 0.03%
5,850
+200
163
$207K 0.03%
2,121
-22
164
$207K 0.03%
+7,732
165
$201K 0.03%
2,100
166
$188K 0.02%
2,086
+121
167
$127K 0.02%
116,666
168
$105K 0.01%
3,253
169
$48K 0.01%
+3,318
170
$46K 0.01%
10,734
171
$41K 0.01%
368
172
$40K 0.01%
21,501
173
$12K ﹤0.01%
14,200
174
$4K ﹤0.01%
50
175
– –
-13,507
4 5 6
7
8