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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$172K 0.02%
15,767
-165
227
$170K 0.02%
11,793
-11,057
228
$169K 0.02%
12,899
+1,520
229
$149K 0.02%
10,698
-791
230
$133K 0.01%
+10,981
231
$110K 0.01%
2,554
+150
232
$106K 0.01%
50,000
233
$97K 0.01%
24,508
-18,941
234
$89K 0.01%
3,147
+494
235
$40K ﹤0.01%
820
-41
236
$31K ﹤0.01%
454
+124
237
– –
-2,225
238
– –
-1,023
239
– –
-1,466
240
– –
-12,343
241
– –
-41,783
242
– –
-3,138
243
– –
-321
244
– –
-3,849
245
– –
-5,509
246
– –
-2,071
247
– –
-1,237
248
– –
-10,630
249
– –
-1,954
250
– –
-6,766
7 8 9
10
11