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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 0.77%
20,878
-1
27
$4.43M 0.74%
48,776
+56
28
$4.05M 0.68%
45,464
-17
29
$3.99M 0.67%
135,124
+1,014
30
$3.89M 0.65%
77,044
-768
31
$3.82M 0.64%
47,475
-4
32
$3.81M 0.64%
110,747
+3,336
33
$3.29M 0.55%
242,850
34
$3.2M 0.54%
53,301
+676
35
$3.17M 0.53%
103,416
-21,932
36
$3.13M 0.52%
46,600
37
$2.98M 0.5%
142,063
-739
38
$2.97M 0.5%
61,533
-1
39
$2.96M 0.49%
14,571
-78
40
$2.95M 0.49%
70,327
-9
41
$2.69M 0.45%
84,108
42
$2.67M 0.45%
10,783
-24
43
$2.63M 0.44%
153,440
44
$2.54M 0.42%
32,085
-2,372
45
$2.44M 0.41%
30,688
-23
46
$2.25M 0.38%
59,033
+348
47
$2.22M 0.37%
62,514
+551
48
$2.14M 0.36%
76,694
+1,396
49
$2.03M 0.34%
42,929
+355
50
$2.03M 0.34%
27,565
-29,682
1
2
3 4 5