GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
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
+$6.07M
3
+$2.82M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$588K
5
MUR icon
Murphy Oil
MUR
+$549K

Top Sells

1
+$9.53M
2
+$7.45M
3
+$7.25M
4
MSFT icon
Microsoft
MSFT
+$6.85M
5
CI icon
Cigna
CI
+$6.22M

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
4 5 6 7
8