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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.67%
347,280
+2,680
27
$3.65M 0.65%
121,160
28
$3.55M 0.63%
29,920
-331
29
$3.53M 0.62%
25,200
30
$3.47M 0.61%
51,080
31
$3.47M 0.61%
30,035
32
$3.41M 0.6%
33,595
+20,419
33
$3.4M 0.6%
27,120
34
$3.33M 0.59%
52,000
35
$3.15M 0.56%
25,397
-284
36
$3.12M 0.55%
64,664
37
$3.08M 0.55%
52,000
38
$3.05M 0.54%
+65,627
39
$3.05M 0.54%
54,437
40
$2.86M 0.51%
85,486
41
$2.85M 0.5%
42,519
42
$2.73M 0.48%
66,738
43
$2.66M 0.47%
258,765
44
$2.59M 0.46%
58,609
45
$2.58M 0.46%
67,600
46
$2.56M 0.45%
76,620
47
$2.53M 0.45%
13,863
-1,485
48
$2.42M 0.43%
156,109
49
$2.41M 0.43%
94,260
50
$2.37M 0.42%
34,383
1
2
3 4 5