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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.02%
+1,030
227
$209K 0.02%
+3,300
228
$208K 0.02%
+10,220
229
$204K 0.02%
+2,260
230
$201K 0.02%
1,346
-29
231
$194K 0.02%
+46,717
232
$182K 0.02%
10,612
+18
233
$145K 0.01%
11,390
234
$134K 0.01%
11,395
+100
235
$133K 0.01%
2,460
+313
236
$113K 0.01%
861
+248
237
$89K 0.01%
+2,653
238
$85K 0.01%
820
+53
239
– –
-1,836
240
– –
-3,955
241
– –
-4,254
242
– –
-3,324
243
– –
-22,998
244
– –
-1,137
245
– –
-4,655
246
– –
-1,579
247
– –
-2,217
6 7 8 9
10