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
$1.48B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.15M
3
+$1.03M
4
BGX
Blackstone Long-Short Credit Income Fund
BGX
+$985K
5
JYF
WISDOMTREE DREYFUS JAPANESE YEN FUND
JYF
+$765K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$317K
4
QCOM icon
Qualcomm
QCOM
+$246K
5
CHK
Chesapeake Energy Corporation
CHK
+$198K

Sector Composition

1 Technology 14.7%
2 Financials 12.77%
3 Energy 12.16%
4 Healthcare 5.97%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.85%
500,000
27
$11.9M 0.8%
423,138
+50
28
$11.3M 0.76%
663,047
-370
29
$11M 0.74%
356,650
30
$10.8M 0.73%
158,898
31
$10.5M 0.71%
1,050,000
32
$10.5M 0.71%
440,748
-5
33
$10.3M 0.7%
234,100
34
$10.3M 0.7%
1,327,000
35
$9.87M 0.67%
390,000
36
$9.83M 0.66%
180,015
+15
37
$9.67M 0.65%
150,000
38
$9.44M 0.64%
500,000
39
$9.22M 0.62%
200,000
40
$9.07M 0.61%
118,500
41
$9M 0.61%
172,200
42
$8.91M 0.6%
191,000
43
$8.83M 0.6%
300,000
44
$8.47M 0.57%
420,000
45
$8.42M 0.57%
45,851
46
$8.38M 0.57%
50,704
47
$8.19M 0.55%
150,245
48
$8.06M 0.54%
300,000
49
$7.89M 0.53%
136,000
50
$7.88M 0.53%
230,000
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