GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2B
1-Year Est. Return
60.34%
1 Year Est. Return
+60.34%
AUM
$2B
AUM Growth
-$55.9M
(-2.7%)
Holding
288
Top Buys
| 1 | +$52.4M | |
| 2 | +$19.6M | |
| 3 | +$14M | |
| 4 |
Charles Schwab
SCHW
|
+$13.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.1M |
Top Sells
| 1 | +$256M | |
| 2 | +$94.8M | |
| 3 | +$46.8M | |
| 4 |
Oracle
ORCL
|
+$40.8M |
| 5 |
Interactive Brokers
IBKR
|
+$34.2M |
Sector Composition
| 1 | Financials | 48.02% |
| 2 | Technology | 13.27% |
| 3 | Communication Services | 3.6% |
| 4 | Industrials | 3.13% |
| 5 | Materials | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Interactive Brokers
IBKR
$28.7B
| $713M | 35.59% |
10,367,276
-497,256
|
|
||
|
2
SPDR S&P 500 ETF Trust
SPY
$702B
| $157M | 7.84% |
235,832
+18,131
|
|
||
3
Grayscale Bitcoin Trust
GBTC
$35.7B
| $53M | 2.64% |
636,897
-240
|
|
||
|
4
Oracle
ORCL
$620B
| $52.6M | 2.62% |
186,879
-145,114
|
|
||
5
Futu Holdings
FUTU
$23.8B
| $52.4M | 2.62% |
+301,500
|
|
||
6
Apple
AAPL
$4.12T
| $38.1M | 1.9% |
149,442
-55,156
|
|
||
7
Piper Sandler
PIPR
$5.84B
| $36.2M | 1.8% |
104,211
+11
|
|
||
8
Alphabet (Google) Class C
GOOG
$3.89T
| $34.3M | 1.71% |
140,817
+57,620
|
|
||
9
Nucor
NUE
$36.5B
| $34M | 1.69% |
250,764
-699,866
|
|
||
10
Coinbase
COIN
$72.7B
| $33.8M | 1.68% |
100,049
-7
|
|
||
11
Palantir
PLTR
$433B
| $29.8M | 1.49% |
163,370
-49,522
|
|
||
12
Invesco QQQ Trust
QQQ
$409B
| $29.6M | 1.48% |
49,290
+8,703
|
|
||
13
Microsoft
MSFT
$3.59T
| $28.3M | 1.41% |
54,583
+61
|
|
||
14
NVIDIA
NVDA
$4.43T
| $25.3M | 1.26% |
135,482
-1,370,539
|
|
||
15
Goldman Sachs
GS
$256B
| $23.2M | 1.16% |
29,152
-64
|
|
||
16
Warner Bros
WBD
$64.6B
| $19.6M | 0.98% |
+1,002,011
|
|
||
17
Axon Enterprise
AXON
$43.5B
| $19.3M | 0.96% |
26,897
-2
|
|
||
18
Cameco
CCJ
$39.7B
| $18.9M | 0.94% |
224,994
+24,859
|
|
||
|
19
Charles Schwab
SCHW
$167B
| $18.2M | 0.91% |
190,367
+139,875
|
|
||
20
Cboe Global Markets
CBOE
$26.4B
| $17.2M | 0.86% |
70,120
+91
|
|
||
21
IBM
IBM
$288B
| $16.4M | 0.82% |
58,066
-144
|
|
||
22
Weyerhaeuser
WY
$15.6B
| $13.7M | 0.69% |
554,256
|
|
||
23
Janus Henderson Securitized Income ETF
JSI
$1.32B
| $13.1M | 0.65% |
250,811
+85,403
|
|
||
24
JPMorgan Income ETF
JPIE
$6.32B
| $13.1M | 0.65% |
282,027
+154,595
|
|
||
25
Mercado Libre
MELI
$105B
| $13M | 0.65% |
5,552
-15
|
|