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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 0.37%
48,940
+17
27
$4.21M 0.37%
161,755
-70
28
$4.2M 0.37%
69,824
-832
29
$4.19M 0.37%
42,557
-20,149
30
$4.15M 0.36%
92,711
+2,095
31
$3.99M 0.35%
108,409
-6,716
32
$3.81M 0.33%
151,324
33
$3.76M 0.33%
10,942
+10
34
$3.45M 0.3%
140,164
+1
35
$3.34M 0.29%
32,494
+1,401
36
$3.32M 0.29%
12,195
-7
37
$3.3M 0.29%
26,919
-16
38
$3.29M 0.29%
242,841
39
$3.22M 0.28%
21,049
+38
40
$3.22M 0.28%
64,562
+764
41
$3.06M 0.27%
46,600
42
$3.05M 0.27%
14,653
+15
43
$2.94M 0.26%
9,625
-289
44
$2.87M 0.25%
40,370
-6
45
$2.86M 0.25%
18,900
+168
46
$2.84M 0.25%
160,093
47
$2.81M 0.24%
60,317
48
$2.8M 0.24%
107,500
49
$2.73M 0.24%
26,367
+1,274
50
$2.63M 0.23%
40,608
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