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
$1.4B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.38M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
IBKR icon
Interactive Brokers
IBKR
+$1.45M

Top Sells

1
+$9.49M
2
+$9.26M
3
+$8.09M
4
NDAQ icon
Nasdaq
NDAQ
+$4.82M
5
RF icon
Regions Financial
RF
+$4.17M

Sector Composition

1 Energy 13.01%
2 Financials 11.73%
3 Technology 11.6%
4 Healthcare 5.42%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.83%
423,563
+252
27
$11.5M 0.83%
148,799
28
$11.5M 0.82%
234,100
29
$11.4M 0.82%
150,000
30
$10.9M 0.78%
50,704
31
$10.9M 0.78%
244,948
32
$10.7M 0.77%
107,166
33
$10.3M 0.74%
440,748
34
$9.99M 0.72%
435,650
+6,425
35
$9.9M 0.71%
500,000
36
$9.72M 0.7%
1,050,000
-450,000
37
$9.68M 0.69%
220,100
38
$9.67M 0.69%
282,000
-40,200
39
$9.11M 0.65%
420,000
40
$9.1M 0.65%
180,000
41
$9.09M 0.65%
1,327,000
42
$8.96M 0.64%
300,000
43
$8.84M 0.63%
158,898
44
$8.71M 0.62%
356,650
45
$8.69M 0.62%
150,000
46
$8.35M 0.6%
273,464
47
$8.24M 0.59%
118,500
48
$8.07M 0.58%
243,429
-279,221
49
$7.88M 0.56%
300,000
50
$7.29M 0.52%
46,104
-59,960
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