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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 1.08%
40,734
-46,678
27
$4.45M 1.08%
51,995
-59,530
28
$4.36M 1.05%
104,700
-120,300
29
$4.06M 0.98%
130,534
-149,691
30
$3.88M 0.94%
234,320
-267,000
31
$3.87M 0.94%
70,000
-80,000
32
$3.81M 0.92%
128,572
-157,142
33
$3.64M 0.88%
43,200
-52,800
34
$3.62M 0.88%
37,200
-42,800
35
$3.54M 0.86%
69,800
-80,200
36
$3.53M 0.85%
157,660
-187,340
37
$3.45M 0.83%
5,592,000
-6,408,000
38
$3.35M 0.81%
92,740
-79,460
39
$3.26M 0.79%
47,000
-57,200
40
$3.15M 0.76%
350,000
-400,000
41
$3.12M 0.75%
89,006
-101,994
42
$2.98M 0.72%
29,316
-1,581
43
$2.94M 0.71%
181,740
-208,260
44
$2.91M 0.7%
70,150
-80,000
45
$2.81M 0.68%
+90,443
46
$2.75M 0.67%
91,000
-104,000
47
$2.74M 0.66%
56,900
-70,408
48
$2.69M 0.65%
74,091
-85,009
49
$2.69M 0.65%
46,623
-53,400
50
$2.65M 0.64%
55,300
-63,200
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