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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 0.93%
48,898
+45
27
$4.4M 0.88%
91,718
+142
28
$4.11M 0.83%
110,573
+503
29
$3.95M 0.8%
46,649
-457
30
$3.93M 0.79%
127,750
+4,020
31
$3.69M 0.74%
12,947
-228
32
$3.12M 0.63%
160,093
33
$3.03M 0.61%
27,996
+91
34
$2.97M 0.6%
96,364
+2,541
35
$2.96M 0.6%
14,492
-5
36
$2.88M 0.58%
140,142
+59
37
$2.83M 0.57%
176,879
38
$2.68M 0.54%
46,600
39
$2.62M 0.53%
40,812
-41
40
$2.59M 0.52%
21,429
-51
41
$2.51M 0.5%
52,285
-87
42
$2.46M 0.49%
60,317
43
$2.46M 0.49%
153,440
44
$2.39M 0.48%
47,470
+19,012
45
$2.31M 0.46%
242,841
46
$2.3M 0.46%
39,214
-11
47
$2.24M 0.45%
48,337
+48
48
$2.21M 0.44%
40,380
-8
49
$2.19M 0.44%
167,021
-148,940
50
$2.16M 0.44%
48,607
-6
1
2
3 4 5