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
176
-6,213
177
-9,228
178
-15,000
179
-150,000
180
-2,935
181
-18,000
182
-12,000
183
-9,819