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
$502M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.7M
3
+$5.06M
4
CVS icon
CVS Health
CVS
+$1.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$942K

Top Sells

1
+$5.59M
2
+$4.18M
3
+$1.09M
4
AMT icon
American Tower
AMT
+$841K
5
VMO icon
Invesco Municipal Opportunity Trust
VMO
+$808K

Sector Composition

1 Technology 29.21%
2 Financials 28.1%
3 Industrials 4.64%
4 Healthcare 4.57%
5 Real Estate 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.37%
22,144
+270
52
$1.79M 0.36%
60,317
-3,736
53
$1.69M 0.34%
61,377
54
$1.62M 0.32%
33,962
-800
55
$1.6M 0.32%
+24,458
56
$1.59M 0.32%
48,725
-112
57
$1.56M 0.31%
138,785
+4,364
58
$1.56M 0.31%
55,722
+947
59
$1.55M 0.31%
31,740
-1,060
60
$1.47M 0.29%
109,694
61
$1.46M 0.29%
21,762
+136
62
$1.43M 0.28%
18,971
+247
63
$1.43M 0.28%
52,404
-270
64
$1.4M 0.28%
135,818
-26,143
65
$1.39M 0.28%
242,850
66
$1.34M 0.27%
174,709
-4,300
67
$1.32M 0.26%
30,301
+1,478
68
$1.32M 0.26%
6,457
-68
69
$1.24M 0.25%
40,852
70
$1.16M 0.23%
30,541
+6,563
71
$1.16M 0.23%
101,000
+49,500
72
$1.16M 0.23%
78,991
+11,690
73
$1.16M 0.23%
71,462
-5,100
74
$1.14M 0.23%
11,692
+39
75
$1.07M 0.21%
33,537
-227
1 2
3
4 5