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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.34%
50,413
+1,775
52
$1.99M 0.33%
20,904
-527
53
$1.96M 0.33%
27,155
-96
54
$1.95M 0.33%
40,165
-395
55
$1.93M 0.32%
164,500
+132,200
56
$1.92M 0.32%
110,839
+76
57
$1.89M 0.32%
35,609
+5,460
58
$1.73M 0.29%
45,463
+3,823
59
$1.73M 0.29%
46,600
60
$1.63M 0.27%
33,914
-4
61
$1.55M 0.26%
34,922
-800
62
$1.51M 0.25%
50,800
-1,870
63
$1.49M 0.25%
56,160
64
$1.41M 0.24%
32,636
+56
65
$1.39M 0.23%
116,464
+43,500
66
$1.36M 0.23%
9,504
+73
67
$1.34M 0.22%
16,897
-302
68
$1.32M 0.22%
18,702
-238
69
$1.26M 0.21%
11,787
-78
70
$1.25M 0.21%
48,714
71
$1.21M 0.2%
32,050
-26,286
72
$1.2M 0.2%
87,680
+2,400
73
$1.18M 0.2%
23,573
+1,308
74
$1.15M 0.19%
7,357
-2,151
75
$1.14M 0.19%
79,160
+484
1 2
3
4 5