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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.43%
46,671
+3
52
$2.13M 0.43%
17,088
53
$2.05M 0.41%
34,842
54
$1.98M 0.4%
64,080
+7,724
55
$1.97M 0.4%
26,943
+14
56
$1.9M 0.38%
110,964
-194
57
$1.87M 0.38%
30,507
-536
58
$1.84M 0.37%
24,787
+1,118
59
$1.83M 0.37%
61,376
60
$1.77M 0.36%
10,671
+15
61
$1.75M 0.35%
49,017
+111
62
$1.74M 0.35%
31,312
+2,260
63
$1.72M 0.35%
28,709
-5,327
64
$1.72M 0.35%
18,583
-2
65
$1.68M 0.34%
62,767
-880
66
$1.63M 0.33%
78,573
-478
67
$1.53M 0.31%
30,790
+1,423
68
$1.52M 0.31%
10,922
-115
69
$1.36M 0.27%
30,632
+633
70
$1.36M 0.27%
146,006
-13,355
71
$1.35M 0.27%
19,147
72
$1.33M 0.27%
33,941
+35
73
$1.28M 0.26%
5,642
-8
74
$1.26M 0.25%
79,193
-989
75
$1.25M 0.25%
84,500
-23,000
1 2
3
4 5