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
$1.51B
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.51M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K
5
ANSS
Ansys
ANSS
+$312K

Top Sells

1
+$3.57M
2
+$2.49M
3
+$471K
4
XLS
EXELIS INC COM STK
XLS
+$427K
5
AAPL icon
Apple
AAPL
+$386K

Sector Composition

1 Technology 14.07%
2 Energy 13.79%
3 Financials 12.24%
4 Industrials 5.95%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 0.83%
390,000
27
$12.1M 0.81%
257,704
+10
28
$11.9M 0.79%
423,088
-69
29
$11.7M 0.78%
400,400
30
$11.7M 0.78%
356,650
31
$11.4M 0.76%
230,000
32
$11.3M 0.75%
150,000
33
$11.3M 0.75%
500,000
34
$11.3M 0.75%
50,704
35
$11.2M 0.74%
1,050,000
36
$11.1M 0.73%
1,327,000
37
$11M 0.73%
244,948
38
$10.8M 0.72%
150,000
39
$10.4M 0.69%
180,000
40
$10.4M 0.69%
500,000
41
$10.3M 0.68%
300,000
42
$10.2M 0.68%
663,417
+314
43
$10.2M 0.67%
118,500
-100
44
$9.88M 0.66%
158,898
45
$9.71M 0.64%
300,000
46
$9.29M 0.62%
440,753
47
$9.12M 0.61%
191,000
48
$8.91M 0.59%
172,200
49
$8.88M 0.59%
150,245
50
$8.78M 0.58%
420,000
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