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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.32M 0.41%
17,820
-1,000
52
$2.23M 0.39%
41,360
-320
53
$2.19M 0.39%
52,000
54
$2.13M 0.38%
136,310
-1,000
55
$2.1M 0.37%
63,738
-400
56
$1.97M 0.35%
25,920
57
$1.97M 0.35%
171,800
58
$1.96M 0.35%
49,582
+45
59
$1.86M 0.33%
15,243
-939
60
$1.8M 0.32%
62,879
61
$1.75M 0.31%
68,720
62
$1.74M 0.31%
18,551
-142
63
$1.71M 0.3%
26,980
+157
64
$1.71M 0.3%
129,042
65
$1.47M 0.26%
28,343
-5,140
66
$1.4M 0.25%
17,361
-1,925
67
$1.39M 0.25%
19,719
+1,560
68
$1.38M 0.24%
48,550
+39,550
69
$1.34M 0.24%
41,144
70
$1.34M 0.24%
52,000
71
$1.33M 0.24%
135,000
72
$1.29M 0.23%
11,488
73
$1.27M 0.23%
101,055
-1,200
74
$1.27M 0.22%
113,436
75
$1.25M 0.22%
35,035
1 2
3
4 5