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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81K 0.01%
3,426
+279
227
$67K 0.01%
50,000
228
$53K 0.01%
2,554
229
$48K 0.01%
18,696
-5,812
230
$32K ﹤0.01%
830
+10
231
$20K ﹤0.01%
+200
232
$8K ﹤0.01%
543
+89
233
– –
-1,156
234
– –
-940
235
– –
-8,005
236
– –
-7,217
237
– –
-1,032
238
– –
-5,168
239
– –
-4,301
240
– –
-630
241
– –
-3,311
242
– –
-1,476
243
– –
-37,950
244
– –
-1,488
245
– –
-28,927
246
– –
-2,194
247
– –
-2,482
248
– –
-370
249
– –
-5,420
250
– –
-3,525
7 8 9
10
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