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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.39%
64,053
+1,267
52
$2.13M 0.37%
68,196
-2,621
53
$2.01M 0.35%
109,694
-8
54
$1.96M 0.34%
21,626
-82
55
$1.91M 0.33%
35,742
-674
56
$1.89M 0.33%
48,837
-867
57
$1.86M 0.32%
161,961
+901
58
$1.83M 0.32%
21,874
+519
59
$1.77M 0.31%
46,761
60
$1.75M 0.3%
34,762
-640
61
$1.72M 0.3%
46,387
-759
62
$1.66M 0.29%
179,009
+59,806
63
$1.65M 0.29%
32,800
+281
64
$1.55M 0.27%
33,764
-153
65
$1.54M 0.27%
28,823
+541
66
$1.53M 0.27%
134,421
+7,182
67
$1.51M 0.26%
52,674
68
$1.4M 0.24%
18,724
-168
69
$1.4M 0.24%
6,525
-955
70
$1.34M 0.23%
9,251
+29
71
$1.31M 0.23%
11,653
+102
72
$1.31M 0.23%
25,500
-11,532
73
$1.3M 0.23%
39,084
+871
74
$1.24M 0.22%
75,864
-1,947
75
$1.13M 0.2%
20,959
+879
1 2
3
4 5