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
$1.48B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.15M
3
+$1.03M
4
BGX
Blackstone Long-Short Credit Income Fund
BGX
+$985K
5
JYF
WISDOMTREE DREYFUS JAPANESE YEN FUND
JYF
+$765K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$317K
4
QCOM icon
Qualcomm
QCOM
+$246K
5
CHK
Chesapeake Energy Corporation
CHK
+$198K

Sector Composition

1 Technology 14.7%
2 Financials 12.77%
3 Energy 12.16%
4 Healthcare 5.97%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.83M 0.53%
244,948
52
$7.78M 0.52%
350,000
-50,400
53
$7.67M 0.52%
150,150
54
$7.63M 0.51%
1,223,864
+184,372
55
$7.42M 0.5%
343,600
56
$7.16M 0.48%
142,817
57
$7.08M 0.48%
87,412
58
$6.75M 0.46%
285,714
59
$6.75M 0.46%
187,827
+2,290
60
$6.36M 0.43%
60,000
61
$6.35M 0.43%
200,000
62
$5.97M 0.4%
205,483
+201
63
$5.93M 0.4%
103,240
64
$5.74M 0.39%
150,000
65
$5.68M 0.38%
60,389
+9
66
$5.54M 0.37%
12,000,000
67
$4.82M 0.32%
59,250
68
$4.76M 0.32%
100,023
69
$4.52M 0.3%
260,000
70
$4.26M 0.29%
301,539
71
$4.1M 0.28%
60,166
+15
72
$4.08M 0.27%
100,060
73
$4.05M 0.27%
61,632
74
$3.89M 0.26%
330,129
75
$3.87M 0.26%
36,336
1 2
3
4 5