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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.61M 0.63%
16,059
-46
52
$2.6M 0.63%
54,077
-53,683
53
$2.43M 0.59%
156,226
-165,500
54
$2.38M 0.58%
162,200
-181,400
55
$2.2M 0.53%
85,442
-97,481
56
$2.17M 0.53%
29,252
-32,003
57
$2.13M 0.51%
27,700
-31,550
58
$2.12M 0.51%
139,700
-160,300
59
$2.11M 0.51%
86,443
-354,305
60
$1.95M 0.47%
70,000
-80,000
61
$1.88M 0.45%
85,278
-97,722
62
$1.85M 0.45%
16,932
-2,040
63
$1.81M 0.44%
48,720
-56,305
64
$1.79M 0.43%
153,840
-176,289
65
$1.76M 0.43%
28,762
-32,870
66
$1.7M 0.41%
+70,000
67
$1.67M 0.4%
93,200
-106,800
68
$1.58M 0.38%
19,647
-50
69
$1.52M 0.37%
35,000
+4,219
70
$1.42M 0.34%
198,000
-227,000
71
$1.39M 0.34%
46,600
-53,400
72
$1.39M 0.34%
78,039
-88,500
73
$1.35M 0.33%
46,720
-55,380
74
$1.34M 0.32%
28,555
-32,730
75
$1.33M 0.32%
23,633
-27,071
1 2
3
4 5