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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.33%
27,565
52
$2.08M 0.33%
59,033
53
$2.06M 0.33%
30,632
+3,477
54
$2.03M 0.32%
109,478
-1,361
55
$1.92M 0.3%
164,025
-475
56
$1.89M 0.3%
46,760
+160
57
$1.82M 0.29%
38,048
-2,117
58
$1.75M 0.28%
46,727
+1,264
59
$1.73M 0.27%
35,402
+480
60
$1.69M 0.27%
33,914
61
$1.68M 0.26%
35,128
-481
62
$1.42M 0.22%
123,069
+6,605
63
$1.4M 0.22%
48,714
64
$1.38M 0.22%
9,504
65
$1.38M 0.22%
18,962
+260
66
$1.36M 0.22%
77,812
-1,348
67
$1.36M 0.22%
48,837
-1,415
68
$1.34M 0.21%
121,336
+32,875
69
$1.29M 0.2%
11,721
-66
70
$1.27M 0.2%
27,151
+17,951
71
$1.23M 0.19%
24,591
+1,018
72
$1.15M 0.18%
28,650
-3,400
73
$1.14M 0.18%
20,237
+648
74
$1.14M 0.18%
32,933
+297
75
$1.09M 0.17%
42,178
+14,931
1 2
3
4 5