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
$581M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.9M
3
+$678K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$556K
5
SJM icon
J.M. Smucker
SJM
+$518K

Top Sells

1
+$28.3M
2
+$10.9M
3
+$6.76M
4
AABA
Altaba Inc
AABA
+$6.43M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.82M

Sector Composition

1 Technology 28.47%
2 Financials 18.5%
3 Industrials 4.49%
4 Real Estate 3.99%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 0.69%
48,720
-5,897
27
$3.85M 0.66%
125,348
+18,075
28
$3.82M 0.66%
47,479
-5,405
29
$3.77M 0.65%
77,812
-8,966
30
$3.67M 0.63%
57,247
-7,065
31
$3.64M 0.63%
107,411
-14,681
32
$3.54M 0.61%
59,632
-5,032
33
$3.44M 0.59%
52,625
-6,205
34
$3.4M 0.58%
134,110
-5,906
35
$3.24M 0.56%
46,600
-5,400
36
$3.03M 0.52%
242,850
-15,928
37
$2.85M 0.49%
142,802
-16,178
38
$2.81M 0.48%
84,108
-10,301
39
$2.77M 0.48%
61,534
-7,345
40
$2.77M 0.48%
70,336
-8,209
41
$2.75M 0.47%
34,457
+75
42
$2.74M 0.47%
14,649
-3,573
43
$2.72M 0.47%
153,440
-18,360
44
$2.66M 0.46%
30,711
-3,672
45
$2.42M 0.42%
10,807
-345
46
$2.36M 0.41%
58,685
-6,942
47
$2.24M 0.39%
58,336
-6,820
48
$2.23M 0.38%
61,963
-7,028
49
$2.18M 0.38%
21,431
-5,217
50
$2.14M 0.37%
101,657
-12,210
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