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
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

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
226
$229K 0.01%
+3,126
227
$226K 0.01%
7,792
228
$220K 0.01%
475
-17
229
$217K 0.01%
535
+2
230
$216K 0.01%
+5,181
231
$213K 0.01%
962
+2
232
$211K 0.01%
4,662
-705
233
$210K 0.01%
14,000
234
$208K 0.01%
+894
235
$206K 0.01%
404
-240
236
$203K 0.01%
19,546
237
$203K 0.01%
+2,166
238
$199K 0.01%
22,332
+1,188
239
$183K 0.01%
+16,249
240
$147K 0.01%
35,370
241
$112K 0.01%
+10,201
242
$107K 0.01%
+11,603
243
$102K 0.01%
47,000
+900
244
$98K ﹤0.01%
+10,151
245
$95K ﹤0.01%
10,050
246
$91K ﹤0.01%
10,861
-1,873
247
$86K ﹤0.01%
+12,591
248
$85K ﹤0.01%
20,000
249
$69K ﹤0.01%
+19,638
250
$62K ﹤0.01%
17,990
-3,322
7 8 9
10
11