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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 0.78%
24,378
+126
27
$4.46M 0.78%
58,472
28
$4.39M 0.77%
315,483
+1,109
29
$4.27M 0.74%
110,453
-168
30
$3.95M 0.69%
134,127
-299
31
$3.85M 0.67%
56,257
+97
32
$3.75M 0.65%
160,094
33
$3.66M 0.64%
142,066
34
$3.62M 0.63%
176,879
35
$3.55M 0.62%
49,885
+69
36
$3.5M 0.61%
47,472
-3
37
$3.47M 0.6%
13,116
-1
38
$3.23M 0.56%
63,100
-601
39
$3.21M 0.56%
46,707
+13
40
$3.2M 0.56%
84,108
41
$3.07M 0.54%
14,731
-1
42
$2.78M 0.48%
30,688
43
$2.47M 0.43%
89,436
+721
44
$2.46M 0.43%
153,440
45
$2.45M 0.43%
48,767
-22
46
$2.45M 0.43%
61,377
47
$2.44M 0.43%
27,827
+114
48
$2.42M 0.42%
54,775
+233
49
$2.4M 0.42%
242,850
50
$2.26M 0.39%
29,824
-847
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2
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