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
$581M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.9M
3
+$678K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$556K
5
SJM icon
J.M. Smucker
SJM
+$518K

Top Sells

1
+$28.3M
2
+$10.9M
3
+$6.76M
4
AABA
Altaba Inc
AABA
+$6.43M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.82M

Sector Composition

1 Technology 28.47%
2 Financials 18.5%
3 Industrials 4.49%
4 Real Estate 3.99%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.36%
48,638
-5,180
52
$2.06M 0.35%
42,574
-10,329
53
$2M 0.34%
40,560
+729
54
$1.95M 0.33%
75,298
+8,995
55
$1.87M 0.32%
27,251
+2,120
56
$1.81M 0.31%
35,722
-3,718
57
$1.69M 0.29%
110,763
-27,299
58
$1.62M 0.28%
41,640
+2,052
59
$1.57M 0.27%
52,670
+11,595
60
$1.56M 0.27%
33,918
-8,075
61
$1.49M 0.26%
30,149
+601
62
$1.45M 0.25%
32,580
-4,419
63
$1.38M 0.24%
17,199
+1,734
64
$1.31M 0.23%
46,600
-5,400
65
$1.3M 0.22%
18,940
-2,041
66
$1.29M 0.22%
9,431
-918
67
$1.27M 0.22%
56,160
-6,719
68
$1.26M 0.22%
48,714
-6,480
69
$1.16M 0.2%
78,676
-21,269
70
$1.13M 0.19%
11,865
-544
71
$1.12M 0.19%
22,265
+13,463
72
$1.1M 0.19%
19,147
-2,219
73
$1.08M 0.19%
19,694
+1,477
74
$1.06M 0.18%
88,906
+6,120
75
$1.06M 0.18%
50,252
-4,556
1 2
3
4 5