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
$408M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$1.19M
3
+$1.14M
4
ORCL icon
Oracle
ORCL
+$975K
5
AGR
Avangrid, Inc.
AGR
+$841K

Top Sells

1
+$9.1M
2
+$8.04M
3
+$6.55M
4
MRO
Marathon Oil Corporation
MRO
+$5.75M
5
NOV icon
NOV
NOV
+$4.87M

Sector Composition

1 Financials 22.45%
2 Technology 20.26%
3 Energy 13.79%
4 Real Estate 7.02%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.46%
70,000
52
$1.79M 0.44%
48,720
53
$1.72M 0.42%
93,200
54
$1.65M 0.4%
153,840
55
$1.64M 0.4%
28,762
56
$1.56M 0.38%
19,602
-45
57
$1.56M 0.38%
33,680
-1,320
58
$1.54M 0.38%
46,600
59
$1.51M 0.37%
78,039
60
$1.47M 0.36%
85,278
61
$1.46M 0.36%
28,555
62
$1.23M 0.3%
12,652
63
$1.22M 0.3%
12,087
+1,600
64
$1.19M 0.29%
+68,500
65
$1.14M 0.28%
+129,042
66
$1.13M 0.28%
6,042
+4,474
67
$1.11M 0.27%
18,445
+1,155
68
$1.11M 0.27%
33,297
69
$1.07M 0.26%
77,167
70
$1.07M 0.26%
62,644
71
$1.06M 0.26%
56,872
-9,777
72
$1.05M 0.26%
39,300
-30,700
73
$1.02M 0.25%
77,722
74
$1.02M 0.25%
100,523
75
$1.01M 0.25%
67,772
+28,399
1 2
3
4 5