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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 0.56%
46,600
27
$4.2M 0.56%
200,000
28
$4.08M 0.54%
11,762
-365
29
$4.07M 0.54%
13,209
+1,815
30
$4M 0.53%
48,643
-288
31
$3.93M 0.52%
76,105
-167
32
$3.92M 0.52%
91,943
-561
33
$3.9M 0.52%
14,819
-2
34
$3.81M 0.5%
43,501
+198
35
$3.75M 0.5%
41,133
-83
36
$3.66M 0.48%
47,158
-573
37
$3.63M 0.48%
120,433
-4,570
38
$3.5M 0.46%
+5,500
39
$3.42M 0.45%
146,324
40
$3.35M 0.44%
160,093
41
$3.19M 0.42%
46,602
+8,032
42
$3.14M 0.42%
37,147
+70
43
$3.13M 0.42%
153,440
44
$3M 0.4%
73,297
+1,425
45
$3M 0.4%
42,913
+14,790
46
$2.99M 0.4%
12,163
-80
47
$2.98M 0.39%
15,128
+250
48
$2.94M 0.39%
61,403
49
$2.79M 0.37%
39,015
50
$2.69M 0.36%
241,638
+161,183
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