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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.72%
126,996
+762
27
$4.17M 0.7%
347,194
28
$4.15M 0.69%
52,884
29
$3.94M 0.66%
58,830
-106
30
$3.89M 0.65%
122,092
-510
31
$3.88M 0.65%
52,000
32
$3.88M 0.65%
64,664
33
$3.76M 0.63%
54,617
34
$3.5M 0.59%
43,326
+436
35
$3.47M 0.58%
86,778
+222
36
$3.45M 0.58%
64,312
-598
37
$3.4M 0.57%
140,016
+873
38
$3.3M 0.55%
107,273
+9,794
39
$3.18M 0.53%
258,778
-20
40
$3.15M 0.53%
94,409
41
$3.05M 0.51%
18,222
42
$3M 0.5%
78,545
+1,761
43
$2.88M 0.48%
68,991
-1,140
44
$2.85M 0.48%
65,627
45
$2.79M 0.47%
34,383
46
$2.78M 0.46%
158,980
+1,946
47
$2.75M 0.46%
34,382
+148
48
$2.73M 0.46%
171,800
49
$2.65M 0.44%
52,903
-30
50
$2.58M 0.43%
68,879
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