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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.85M
3 +$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1 +$131M
2 +$1.58M
3 +$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,091
252
-2,053
253
-2,485
254
-11,390
255
-4,610