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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.8%
58,472
27
$4.28M 0.76%
160,094
+1
28
$4.28M 0.76%
99,528
-1,052
29
$4.08M 0.72%
45,464
30
$3.93M 0.7%
114,248
+3,083
31
$3.79M 0.67%
134,426
+7
32
$3.78M 0.67%
24,252
-270
33
$3.57M 0.63%
47,475
34
$3.55M 0.63%
56,160
35
$3.5M 0.62%
49,816
+398
36
$3.25M 0.58%
46,694
+94
37
$3.22M 0.57%
142,066
+3
38
$3.19M 0.57%
54,542
-274
39
$3.18M 0.56%
13,117
+2,178
40
$2.88M 0.51%
63,701
+224
41
$2.71M 0.48%
84,108
42
$2.59M 0.46%
61,377
-156
43
$2.58M 0.46%
242,850
44
$2.56M 0.45%
153,440
45
$2.5M 0.44%
14,732
+140
46
$2.46M 0.44%
70,817
+443
47
$2.37M 0.42%
30,688
48
$2.36M 0.42%
88,715
+8,673
49
$2.33M 0.41%
30,671
+39
50
$2.31M 0.41%
27,713
+148
1
2
3 4 5