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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 0.42%
92,257
-775
27
$5M 0.42%
48,872
-35
28
$4.93M 0.41%
42,654
+67
29
$4.72M 0.39%
40,608
30
$4.71M 0.39%
26,909
31
$4.42M 0.37%
53,914
32
$4.35M 0.36%
200,000
+134,000
33
$4.35M 0.36%
11,019
-1,078
34
$4.22M 0.35%
160,093
35
$4.18M 0.35%
61,403
+1,086
36
$4.18M 0.35%
107,501
37
$3.83M 0.32%
140,076
+15
38
$3.79M 0.32%
46,600
39
$3.79M 0.32%
40,096
-529
40
$3.71M 0.31%
121,146
-1,925
41
$3.67M 0.31%
150,124
42
$3.58M 0.3%
21,724
+34
43
$3.56M 0.3%
66,727
+1,982
44
$3.51M 0.29%
14,810
+315
45
$3.41M 0.28%
12,190
+15
46
$3.33M 0.28%
9,833
+1,012
47
$3.23M 0.27%
242,841
48
$3.19M 0.27%
49,560
-282
49
$3.17M 0.26%
39,665
+3,741
50
$2.95M 0.25%
14,756
+185
1
2
3 4 5