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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.7%
61,210
-48,255
27
$3.57M 0.68%
115,101
+612
28
$3.57M 0.68%
151,324
+6,000
29
$3.5M 0.67%
48,884
+24
30
$3.46M 0.66%
58,473
31
$3.23M 0.62%
53,489
-55,983
32
$3.13M 0.6%
62,720
-22,966
33
$2.92M 0.56%
107,500
34
$2.81M 0.54%
48,591
-11
35
$2.76M 0.53%
46,678
+15
36
$2.73M 0.52%
14,557
+104
37
$2.7M 0.52%
21,113
+40
38
$2.64M 0.51%
26,927
-1
39
$2.6M 0.5%
10,092
-2,008
40
$2.44M 0.47%
140,157
+50
41
$2.41M 0.46%
419,100
42
$2.37M 0.45%
37,266
-39,931
43
$2.3M 0.44%
40,608
-43,500
44
$2.27M 0.43%
46,119
+19,798
45
$2.24M 0.43%
12,199
-12,029
46
$2.14M 0.41%
40,341
-626
47
$2.13M 0.41%
160,093
48
$2.08M 0.4%
66,289
+2,832
49
$2.06M 0.39%
60,317
50
$1.96M 0.37%
49,134
-216
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