GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.24B
1-Year Est. Return
36.66%
This Fund
S&P 500
1 Year Est. Return
+36.66%
AUM
$2.24B
AUM Growth
+$237M
(+12%)
Holding
304
Top Buys
| 1 | +$219M | |
| 2 | +$35.4M | |
| 3 | +$30.9M | |
| 4 |
Tesla
TSLA
|
+$22.3M |
| 5 |
iShares Silver Trust
SLV
|
+$22.2M |
Top Sells
| 1 | +$79.1M | |
| 2 | +$34M | |
| 3 | +$19.6M | |
| 4 |
MTSR
Metsera Inc
MTSR
|
+$4.88M |
| 5 |
USAR
USA Rare Earth Inc
USAR
|
+$2.33M |
Sector Composition
| 1 | Financials | 39.7% |
| 2 | Technology | 11.49% |
| 3 | Communication Services | 10.64% |
| 4 | Consumer Discretionary | 3.86% |
| 5 | Industrials | 2.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Warner Bros
WBD
$69.3B
| – | – |
-1,002,011
|
|
||
302
Xerox
XRX
$224M
| – | – |
-15,153
|
|
||
|
MTSR
303
DELISTED
Metsera Inc
MTSR
| – | – |
-93,224
|
|
||
|
USAR
304
USA Rare Earth Inc
USAR
$3.8B
| – | – |
-135,640
|
|