GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
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
+$10M
2
+$4.79M
3
+$3.53M
4
WOLF icon
Wolfspeed
WOLF
+$2.33M
5
F icon
Ford
F
+$2.21M

Top Sells

1
+$73.8M
2
+$913K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$588K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$526K

Sector Composition

1 Financials 32.19%
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
– –
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234
– –
-8,005
235
– –
-7,217
236
– –
-1,032
237
– –
-5,168
238
– –
-4,301
239
– –
-630
240
– –
-3,311
241
– –
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242
– –
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243
– –
-1,488
244
– –
-28,927
245
– –
-2,194
246
– –
-1,156
247
– –
-2,482
248
– –
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249
– –
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250
– –
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7 8 9
10
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