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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.01%
50,450
+10,035
227
$64K 0.01%
+12,339
228
$57K 0.01%
680
-17
229
$53K 0.01%
14,366
-1,723
230
$48K 0.01%
+14,071
231
$48K 0.01%
126
+24
232
$46K 0.01%
13,964
+12,221
233
$39K ﹤0.01%
830
234
$29K ﹤0.01%
1,558
-1,034
235
$14K ﹤0.01%
+250
236
$8K ﹤0.01%
+1,080
237
– –
-3,250
238
– –
-10,350
239
– –
-3,376
240
– –
-11,187
241
– –
-11,414
242
– –
-1,513
243
– –
-9,586
244
– –
-596
245
– –
-6,462
246
– –
-11,228
247
– –
-10,200
248
– –
-10,155
249
– –
-15,015
250
– –
-201
7 8 9
10
11