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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.48%
67,600
52
$1.98M 0.48%
49,537
+7,240
53
$1.96M 0.47%
156,109
+109
54
$1.87M 0.45%
16,182
+1,907
55
$1.87M 0.45%
33,483
-3,109
56
$1.82M 0.44%
137,310
+985
57
$1.71M 0.41%
26,823
+1,302
58
$1.67M 0.4%
18,693
+725
59
$1.64M 0.4%
25,920
60
$1.56M 0.38%
62,879
61
$1.56M 0.38%
19,286
+774
62
$1.5M 0.36%
64,138
+200
63
$1.4M 0.34%
68,720
64
$1.37M 0.33%
129,042
65
$1.37M 0.33%
52,717
-522
66
$1.33M 0.32%
13,176
+3,009
67
$1.31M 0.32%
11,488
+817
68
$1.27M 0.31%
52,000
69
$1.27M 0.31%
102,255
+46
70
$1.24M 0.3%
18,159
-75
71
$1.2M 0.29%
55,671
72
$1.19M 0.29%
14,048
+1,844
73
$1.19M 0.29%
41,144
74
$1.17M 0.28%
35,035
75
$1.16M 0.28%
24,236
+1,340
1 2
3
4 5