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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.43%
26,648
+103
52
$2.38M 0.4%
11,152
-1,107
53
$2.27M 0.38%
65,156
+884
54
$2.23M 0.37%
53,818
-545
55
$2.13M 0.36%
39,440
-560
56
$2.1M 0.35%
113,867
57
$2.02M 0.34%
138,062
+836
58
$1.96M 0.33%
39,831
+1,819
59
$1.86M 0.31%
41,993
+321
60
$1.68M 0.28%
37,040
-144,480
61
$1.66M 0.28%
36,999
-225
62
$1.64M 0.27%
66,303
+11,696
63
$1.63M 0.27%
25,131
+4,028
64
$1.58M 0.26%
62,879
65
$1.55M 0.26%
39,588
+179
66
$1.38M 0.23%
20,981
-1,384
67
$1.37M 0.23%
10,349
68
$1.32M 0.22%
29,548
+2,118
69
$1.31M 0.22%
55,194
-4,233
70
$1.29M 0.22%
99,945
-31,201
71
$1.28M 0.21%
52,000
72
$1.25M 0.21%
21,366
73
$1.24M 0.21%
15,465
+473
74
$1.22M 0.2%
41,075
-2,425
75
$1.13M 0.19%
12,409
-290
1 2
3
4 5