GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2B
1-Year Est. Return
60.34%
1 Year Est. Return
+60.34%
AUM
$2B
AUM Growth
-$55.9M
(-2.7%)
Holding
288
Top Buys
| 1 | +$52.4M | |
| 2 | +$19.6M | |
| 3 | +$14M | |
| 4 |
Charles Schwab
SCHW
|
+$13.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.1M |
Top Sells
| 1 | +$256M | |
| 2 | +$94.8M | |
| 3 | +$46.8M | |
| 4 |
Oracle
ORCL
|
+$40.8M |
| 5 |
Interactive Brokers
IBKR
|
+$34.2M |
Sector Composition
| 1 | Financials | 48.02% |
| 2 | Technology | 13.27% |
| 3 | Communication Services | 3.6% |
| 4 | Industrials | 3.13% |
| 5 | Materials | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Xerox
XRX
$344M
| $38K | ﹤0.01% |
10,102
-2,990
|
|
||
277
GoPro
GPRO
$292M
| $31K | ﹤0.01% |
14,400
|
|
||
278
AGNC Investment
AGNC
$11.4B
| – | – |
-11,603
|
|
||
279
Carrier Global
CARR
$45.7B
| – | – |
-3,126
|
|
||
280
FinWise Bancorp
FINW
$246M
| – | – |
-14,000
|
|
||
281
Honeywell
HON
$121B
| – | – |
-894
|
|
||
282
Robinhood
HOOD
$119B
| – | – |
-2,166
|
|
||
283
Novo Nordisk
NVO
$213B
| – | – |
-4,800
|
|
||
284
Rithm Capital
RITM
$6.28B
| – | – |
-16,249
|
|
||
285
SGHC Ltd
SGHC
$5.68B
| – | – |
-10,201
|
|
||
286
Trade Desk
TTD
$19.4B
| – | – |
-3,359
|
|
||
287
Wolfspeed
WOLF
$571M
| – | – |
-23,447
|
|
||
288
Wynn Resorts
WYNN
$13B
| – | – |
-500,103
|
|