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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.4%
48,789
-2,248
52
$2.1M 0.37%
62,786
+3,753
53
$2.1M 0.37%
21,708
+45
54
$1.95M 0.35%
109,702
+224
55
$1.94M 0.34%
46,761
+1
56
$1.87M 0.33%
161,060
-2,965
57
$1.83M 0.32%
36,416
+1,288
58
$1.79M 0.32%
33,917
+3
59
$1.78M 0.32%
35,402
60
$1.78M 0.32%
+21,355
61
$1.78M 0.31%
47,146
+419
62
$1.63M 0.29%
32,519
+7,928
63
$1.6M 0.28%
52,674
+3,960
64
$1.56M 0.28%
37,032
+432
65
$1.51M 0.27%
127,239
+4,170
66
$1.43M 0.25%
28,282
+1,131
67
$1.4M 0.25%
7,480
+4,741
68
$1.39M 0.25%
18,892
-70
69
$1.35M 0.24%
49,704
+867
70
$1.33M 0.24%
9,222
-282
71
$1.32M 0.23%
119,203
-2,133
72
$1.29M 0.23%
38,213
-3,965
73
$1.2M 0.21%
11,551
-170
74
$1.18M 0.21%
80,112
+1,000
75
$1.14M 0.2%
77,811
-1
1 2
3
4 5