GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$35.4M
3
+$30.9M
4
TSLA icon
Tesla
TSLA
+$22.3M
5
SLV icon
iShares Silver Trust
SLV
+$22.2M

Top Sells

1
+$79.1M
2
+$34M
3
+$19.6M
4
MTSR
Metsera Inc
MTSR
+$4.88M
5
USAR
USA Rare Earth Inc
USAR
+$2.33M

Sector Composition

1 Financials 39.7%
2 Technology 11.49%
3 Communication Services 10.64%
4 Consumer Discretionary 3.86%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDC icon
51
Western Digital
WDC
$83.1B
$6.81M 0.3%
39,532
-112
CSCO icon
52
Cisco
CSCO
$311B
$6.61M 0.3%
85,853
-245
UNH icon
53
UnitedHealth
UNH
$260B
$6.61M 0.29%
20,009
-113
BX icon
54
Blackstone
BX
$86.5B
$6.46M 0.29%
41,891
+785
DOCU
55
DocuSign
DOCU
$9.75B
$6.35M 0.28%
92,846
-662
DIA icon
56
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$6.26M 0.28%
13,037
-99
GM icon
57
General Motors
GM
$68B
$6.17M 0.28%
75,898
-23
OSK icon
58
Oshkosh
OSK
$9.67B
$6.16M 0.27%
48,996
-138
VXUS icon
59
Vanguard Total International Stock ETF
VXUS
$130B
$5.71M 0.25%
75,739
+36
HOOD icon
60
Robinhood
HOOD
$69.4B
$5.53M 0.25%
+48,922
AVGO icon
61
Broadcom
AVGO
$1.57T
$5.25M 0.23%
15,164
+1,535
COPX icon
62
Global X Copper Miners ETF NEW
COPX
$7.03B
$5.23M 0.23%
+72,863
NBIS
63
Nebius Group N.V.
NBIS
$22.6B
$5.11M 0.23%
61,000
AVDE icon
64
Avantis International Equity ETF
AVDE
$14B
$4.94M 0.22%
59,999
+12,333
AMZN icon
65
Amazon
AMZN
$2.29T
$4.91M 0.22%
21,273
+5,563
VIRT icon
66
Virtu Financial
VIRT
$3.55B
$4.9M 0.22%
146,960
F icon
67
Ford
F
$48.5B
$4.7M 0.21%
358,403
-3,597
MEM icon
68
Matthews Emerging Markets Equity Active ETF
MEM
$49.1M
$4.44M 0.2%
123,929
+16,636
USFR icon
69
WisdomTree Floating Rate Treasury Fund
USFR
$16.1B
$4.4M 0.2%
87,437
BG icon
70
Bunge Global
BG
$22.6B
$4.27M 0.19%
47,920
-289
VCRM
71
Vanguard Core Tax-Exempt Bond ETF
VCRM
$960M
$4.25M 0.19%
56,227
+11,235
JPM icon
72
JPMorgan Chase
JPM
$781B
$4.17M 0.19%
12,932
+219
VO icon
73
Vanguard Mid-Cap ETF
VO
$93.4B
$4.1M 0.18%
14,141
-9
CI icon
74
Cigna
CI
$71.6B
$4.03M 0.18%
14,629
AUR icon
75
Aurora
AUR
$8.75B
$3.84M 0.17%
1,000,928
1 2
3
4 5