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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 0.38%
42,558
+1
27
$4.64M 0.37%
149,424
-1,900
28
$4.61M 0.37%
73,538
+3,714
29
$4.45M 0.36%
140,104
-60
30
$4.27M 0.34%
11,732
+790
31
$4.12M 0.33%
64,373
-189
32
$4.08M 0.33%
133,186
-39,549
33
$3.91M 0.31%
107,501
+1
34
$3.89M 0.31%
107,405
-1,004
35
$3.87M 0.31%
21,115
+66
36
$3.87M 0.31%
41,564
+15,130
37
$3.83M 0.31%
26,910
-9
38
$3.83M 0.31%
12,153
-42
39
$3.69M 0.3%
46,600
40
$3.6M 0.29%
60,317
41
$3.52M 0.28%
14,569
-84
42
$3.38M 0.27%
36,848
+4,354
43
$3.35M 0.27%
242,841
44
$3.3M 0.26%
30,132
+9,999
45
$3.05M 0.24%
30,975
+4,608
46
$3.03M 0.24%
40,608
47
$3M 0.24%
9,093
-532
48
$2.97M 0.24%
160,093
49
$2.96M 0.24%
27,398
-19,253
50
$2.83M 0.23%
61,376
-1
1
2
3 4 5