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
$408M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$1.19M
3
+$1.14M
4
ORCL icon
Oracle
ORCL
+$975K
5
AGR
Avangrid, Inc.
AGR
+$841K

Top Sells

1
+$9.1M
2
+$8.04M
3
+$6.55M
4
MRO
Marathon Oil Corporation
MRO
+$5.75M
5
NOV icon
NOV
NOV
+$4.87M

Sector Composition

1 Financials 22.45%
2 Technology 20.26%
3 Energy 13.79%
4 Real Estate 7.02%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 0.92%
128,100
-2,434
27
$3.63M 0.89%
80,042
28
$3.61M 0.88%
37,200
29
$3.32M 0.81%
43,200
30
$3.29M 0.81%
81,440
-11,300
31
$3.28M 0.8%
233,000
-1,320
32
$3.24M 0.79%
89,443
-1,000
33
$3.21M 0.79%
28,665
-651
34
$3.16M 0.77%
467,000
-2,900
35
$3.07M 0.75%
46,623
36
$3.03M 0.74%
162,200
37
$2.97M 0.73%
89,006
38
$2.89M 0.71%
74,091
39
$2.88M 0.7%
47,000
40
$2.73M 0.67%
15,720
-339
41
$2.73M 0.67%
54,197
+120
42
$2.63M 0.65%
311,845
-261,419
43
$2.63M 0.64%
156,226
44
$2.58M 0.63%
91,000
45
$2.57M 0.63%
70,150
46
$2.49M 0.61%
210,000
-252,420
47
$2.38M 0.58%
86,443
48
$2.22M 0.54%
68,572
-60,000
49
$2.16M 0.53%
225,000
-125,000
50
$2.11M 0.52%
18,758
+1,826
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