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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 0.86%
25,200
27
$3.25M 0.79%
30,251
-85
28
$3.25M 0.79%
51,080
29
$3.22M 0.78%
52,000
30
$3.08M 0.74%
52,000
31
$3.05M 0.74%
85,486
32
$2.95M 0.71%
25,681
+1,380
33
$2.93M 0.71%
27,120
34
$2.93M 0.71%
65,628
35
$2.9M 0.7%
121,160
36
$2.75M 0.67%
42,519
-81
37
$2.75M 0.66%
15,348
+38
38
$2.6M 0.63%
54,437
39
$2.44M 0.59%
64,664
40
$2.44M 0.59%
66,738
-1,000
41
$2.41M 0.58%
18,820
42
$2.39M 0.58%
34,383
43
$2.31M 0.56%
94,260
44
$2.3M 0.56%
258,765
45
$2.26M 0.55%
76,620
46
$2.26M 0.55%
41,680
47
$2.23M 0.54%
52,000
48
$2.11M 0.51%
171,800
49
$2.09M 0.51%
58,609
50
$2.08M 0.5%
+50,762
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