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
$938M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$11.5M
3
+$11.2M
4
ZETA icon
Zeta Global
ZETA
+$2.24M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.6M

Top Sells

1
+$2.82M
2
+$1.5M
3
+$1.42M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.16M
5
WBT
Welbilt, Inc.
WBT
+$1.1M

Sector Composition

1 Financials 46.22%
2 Technology 16.44%
3 Healthcare 4.79%
4 Industrials 2.83%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 0.49%
5,500
27
$4.38M 0.47%
53,494
-684
28
$4.2M 0.45%
43,362
-139
29
$4.12M 0.44%
14,851
+32
30
$4.08M 0.44%
61,722
+15,120
31
$3.87M 0.41%
11,792
+30
32
$3.87M 0.41%
13,457
+248
33
$3.85M 0.41%
46,641
+41
34
$3.83M 0.41%
47,580
+422
35
$3.78M 0.4%
963,452
36
$3.7M 0.39%
92,396
+453
37
$3.69M 0.39%
42,852
-61
38
$3.49M 0.37%
140,024
39
$3.46M 0.37%
41,345
+212
40
$3.42M 0.36%
48,584
-59
41
$3.34M 0.36%
72,951
-3,154
42
$3.31M 0.35%
45,015
+6,000
43
$3.13M 0.33%
103,284
-17,149
44
$3.12M 0.33%
26,909
45
$3.05M 0.33%
242,841
46
$3.04M 0.32%
146,324
47
$3.03M 0.32%
61,510
+107
48
$2.96M 0.32%
12,196
+33
49
$2.92M 0.31%
260,641
+19,003
50
$2.91M 0.31%
28,175
+125
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2
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