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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 0.42%
93,032
+979
27
$4.76M 0.41%
12,097
+365
28
$4.76M 0.41%
26,909
-1
29
$4.66M 0.4%
91,764
-3,047
30
$4.41M 0.38%
107,501
31
$4.36M 0.37%
111,399
+3,994
32
$4.23M 0.36%
140,061
-43
33
$4.16M 0.35%
21,690
+575
34
$4.15M 0.35%
150,124
+700
35
$4.14M 0.35%
53,914
36
$4.14M 0.35%
60,317
37
$4.02M 0.34%
160,093
38
$3.94M 0.34%
40,608
39
$3.86M 0.33%
40,625
-939
40
$3.77M 0.32%
123,071
-10,115
41
$3.74M 0.32%
12,175
+22
42
$3.64M 0.31%
46,600
43
$3.63M 0.31%
64,745
+372
44
$3.45M 0.29%
14,571
+2
45
$3.44M 0.29%
14,495
+2,203
46
$3.27M 0.28%
242,841
47
$3.21M 0.27%
35,924
-924
48
$3.04M 0.26%
8,821
-272
49
$3.03M 0.26%
18,790
-1
50
$2.94M 0.25%
22,732
-7,400
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