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
$1.51B
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.51M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K
5
ANSS
Ansys
ANSS
+$312K

Top Sells

1
+$3.57M
2
+$2.49M
3
+$471K
4
XLS
EXELIS INC COM STK
XLS
+$427K
5
AAPL icon
Apple
AAPL
+$386K

Sector Composition

1 Technology 14.07%
2 Energy 13.79%
3 Financials 12.24%
4 Industrials 5.95%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.31M 0.55%
200,000
52
$8.22M 0.55%
200,000
53
$8.01M 0.53%
185,537
+2,106
54
$7.75M 0.51%
343,600
55
$7.68M 0.51%
45,851
56
$7.11M 0.47%
60,000
57
$7.09M 0.47%
87,412
58
$6.97M 0.46%
285,714
59
$6.9M 0.46%
103,240
60
$6.62M 0.44%
150,150
61
$6.39M 0.42%
136,000
62
$6.08M 0.4%
150,000
-88,000
63
$6.08M 0.4%
60,380
64
$6.05M 0.4%
1,039,492
+637,160
65
$5.94M 0.39%
205,282
+76
66
$5.67M 0.38%
100,023
67
$5.56M 0.37%
12,000,000
68
$4.93M 0.33%
165,594
69
$4.78M 0.32%
60,151
70
$4.76M 0.32%
59,250
71
$4.76M 0.32%
260,000
72
$4.69M 0.31%
797
73
$4.49M 0.3%
61,632
74
$4.08M 0.27%
330,129
75
$3.88M 0.26%
301,539
1 2
3
4 5