GWM

Greenwich Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 60.34%
This Quarter Est. Return
1 Year Est. Return
+60.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$166M
2 +$123M
3 +$46.8M
4
COIN icon
Coinbase
COIN
+$35.1M
5
PIPR icon
Piper Sandler
PIPR
+$23.3M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CARR icon
226
Carrier Global
CARR
$46.6B
$229K 0.01%
+3,126
T icon
227
AT&T
T
$168B
$226K 0.01%
7,792
LMT icon
228
Lockheed Martin
LMT
$128B
$220K 0.01%
475
-17
TMO icon
229
Thermo Fisher Scientific
TMO
$231B
$217K 0.01%
535
+2
BIPC icon
230
Brookfield Infrastructure
BIPC
$5.25B
$216K 0.01%
+5,181
LOW icon
231
Lowe's Companies
LOW
$152B
$213K 0.01%
962
+2
IYE icon
232
iShares US Energy ETF
IYE
$1.16B
$211K 0.01%
4,662
-705
FINW icon
233
FinWise Bancorp
FINW
$239M
$210K 0.01%
14,000
HON icon
234
Honeywell
HON
$132B
$208K 0.01%
+894
CRWD icon
235
CrowdStrike
CRWD
$118B
$206K 0.01%
404
-240
HLN icon
236
Haleon
HLN
$43.6B
$203K 0.01%
19,546
HOOD icon
237
Robinhood
HOOD
$106B
$203K 0.01%
+2,166
VTRS icon
238
Viatris
VTRS
$14.6B
$199K 0.01%
22,332
+1,188
RITM icon
239
Rithm Capital
RITM
$6.32B
$183K 0.01%
+16,249
TLRY icon
240
Tilray
TLRY
$1.08B
$147K 0.01%
35,370
SGHC icon
241
SGHC Ltd
SGHC
$5.25B
$112K 0.01%
+10,201
AGNC icon
242
AGNC Investment
AGNC
$12.2B
$107K 0.01%
+11,603
ANVS icon
243
Annovis Bio
ANVS
$91.4M
$102K 0.01%
47,000
+900
OGN icon
244
Organon & Co
OGN
$2.11B
$98K ﹤0.01%
+10,151
EYPT icon
245
EyePoint Inc
EYPT
$1.32B
$95K ﹤0.01%
10,050
WU icon
246
Western Union
WU
$3.02B
$91K ﹤0.01%
10,861
-1,873
PAYO icon
247
Payoneer
PAYO
$1.94B
$86K ﹤0.01%
+12,591
ACB
248
Aurora Cannabis
ACB
$241M
$85K ﹤0.01%
20,000
XRX icon
249
Xerox
XRX
$328M
$69K ﹤0.01%
+13,092
NIO icon
250
NIO
NIO
$12.2B
$62K ﹤0.01%
17,990
-3,322