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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 0.53%
41,216
+374
27
$5.16M 0.53%
46,600
28
$5.16M 0.53%
92,504
+413
29
$5.08M 0.52%
140,024
-52
30
$5.04M 0.51%
12,127
+588
31
$4.92M 0.5%
48,931
-49
32
$4.56M 0.47%
76,272
-5,432
33
$4.49M 0.46%
43,303
-258
34
$4.31M 0.44%
47,731
-26
35
$4.03M 0.41%
61,403
36
$3.95M 0.4%
11,394
+1,483
37
$3.81M 0.39%
125,003
+4,027
38
$3.71M 0.38%
26,909
39
$3.55M 0.36%
14,821
-33
40
$3.54M 0.36%
160,093
41
$3.54M 0.36%
14,878
-7
42
$3.52M 0.36%
71,872
+58,728
43
$3.47M 0.35%
12,243
+27
44
$3.4M 0.35%
242,841
45
$3.28M 0.34%
66,251
-801
46
$3.25M 0.33%
28,123
-335
47
$3.25M 0.33%
153,440
48
$3.12M 0.32%
37,077
-213
49
$3.08M 0.31%
38,570
+35,635
50
$3M 0.31%
107,500
-1
1
2
3 4 5