GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2B
1-Year Est. Return
60.34%
1 Year Est. Return
+60.34%
AUM
$2.06B
AUM Growth
+$739M
(+56%)
Holding
261
Top Buys
| 1 | +$166M | |
| 2 | +$123M | |
| 3 | +$46.8M | |
| 4 |
Coinbase
COIN
|
+$35.1M |
| 5 |
Piper Sandler
PIPR
|
+$23.3M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$2.68M | |
| 3 | +$2.16M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.07M |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$1.77M |
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 | |
|---|---|---|---|---|---|---|
|
VMEO
251
DELISTED
Vimeo
VMEO
| $57K | ﹤0.01% |
14,071
|
|
||
252
GoPro
GPRO
$233M
| $11K | ﹤0.01% |
14,400
-502
|
|
||
253
Wolfspeed
WOLF
$477M
| $9K | ﹤0.01% |
23,447
+1,045
|
|
||
254
ConocoPhillips
COP
$118B
| – | – |
-2,038
|
|
||
255
Edison International
EIX
$23.1B
| – | – |
-3,622
|
|
||
256
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.6B
| – | – |
-4,702
|
|
||
257
General Mills
GIS
$23.2B
| – | – |
-3,710
|
|
||
258
JPMorgan Active Growth ETF
JGRO
$8.62B
| – | – |
-6,525
|
|
||
259
Coca-Cola
KO
$303B
| – | – |
-3,658
|
|
||
260
Roivant Sciences
ROIV
$15.4B
| – | – |
-15,945
|
|
||
261
StoneCo
STNE
$3.92B
| – | – |
-11,429
|
|