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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.68%
100,580
-235,747
27
$4.19M 0.66%
24,522
-2
28
$4.12M 0.65%
77,044
29
$4.03M 0.63%
134,419
-705
30
$3.98M 0.63%
160,093
+109,293
31
$3.89M 0.61%
45,464
32
$3.82M 0.6%
54,816
+1,515
33
$3.82M 0.6%
49,418
+642
34
$3.74M 0.59%
111,165
+418
35
$3.66M 0.58%
47,475
36
$3.45M 0.54%
46,600
37
$3.11M 0.49%
142,063
38
$2.99M 0.47%
242,850
39
$2.93M 0.46%
153,440
40
$2.86M 0.45%
70,374
+47
41
$2.69M 0.42%
84,108
42
$2.64M 0.42%
63,477
+963
43
$2.64M 0.42%
10,939
+156
44
$2.62M 0.41%
30,688
45
$2.45M 0.39%
14,592
+21
46
$2.3M 0.36%
61,533
47
$2.21M 0.35%
51,037
+624
48
$2.21M 0.35%
56,160
49
$2.21M 0.35%
80,042
+3,348
50
$2.17M 0.34%
21,663
+759
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