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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 0.51%
5,500
27
$4.65M 0.51%
46,641
28
$4.53M 0.5%
200,000
29
$4.48M 0.49%
13,510
+53
30
$4.46M 0.49%
26,909
31
$4.39M 0.48%
58,988
-2,734
32
$4.39M 0.48%
92,117
-279
33
$4.38M 0.48%
47,164
-416
34
$4.29M 0.47%
48,584
35
$4.22M 0.46%
12,017
+225
36
$3.94M 0.43%
61,534
+24
37
$3.93M 0.43%
242,841
38
$3.82M 0.42%
22,700
-20,662
39
$3.76M 0.41%
140,024
40
$3.76M 0.41%
72,665
-286
41
$3.53M 0.39%
12,123
-73
42
$3.23M 0.36%
45,412
+2,560
43
$3.09M 0.34%
37,712
+518
44
$3.05M 0.34%
41,069
-276
45
$3.02M 0.33%
259,616
-1,025
46
$2.98M 0.33%
48,545
47
$2.98M 0.33%
145,824
-500
48
$2.93M 0.32%
963,452
49
$2.79M 0.31%
153,440
50
$2.74M 0.3%
37,515
-7,500
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