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
$952M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.16M
3
+$2.42M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.27M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.15M

Top Sells

1
+$28.4M
2
+$15M
3
+$2.07M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.48M

Sector Composition

1 Financials 35.27%
2 Technology 24.74%
3 Healthcare 4.9%
4 Industrials 3.92%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.29M 0.56%
27,098
+189
27
$5.06M 0.53%
242,841
28
$4.76M 0.5%
12,197
-14
29
$4.74M 0.5%
91,670
-352
30
$4.55M 0.48%
124,142
+438
31
$4.48M 0.47%
13,024
-629
32
$4.46M 0.47%
47,219
-30
33
$4.4M 0.46%
86,090
34
$4.34M 0.46%
22,689
35
$4.3M 0.45%
140,024
36
$4.24M 0.45%
79,557
+23,759
37
$4.24M 0.45%
48,949
+365
38
$4.2M 0.44%
14,969
+131
39
$4.19M 0.44%
61,534
-554
40
$4.05M 0.43%
60,678
+15,286
41
$4.01M 0.42%
265,310
+1,048
42
$3.98M 0.42%
71,037
-1,008
43
$3.79M 0.4%
40,728
44
$3.7M 0.39%
61,783
+38
45
$3.61M 0.38%
47,782
+268
46
$3.39M 0.36%
34,003
-14,851
47
$3.32M 0.35%
153,440
48
$3.24M 0.34%
107,500
49
$3.23M 0.34%
22,546
-15
50
$3.19M 0.34%
208,424
+2,622
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