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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-10,230
227
– –
-2,880
228
– –
-6,001
229
– –
-13,655
230
– –
-1,596
231
– –
-5,918
232
– –
-16,803
233
– –
-12,560
234
– –
-10,834
6 7 8 9
10