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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.37%
153,440
52
$1.95M 0.37%
6,864
+5,030
53
$1.93M 0.37%
48,301
-84
54
$1.92M 0.37%
46,600
55
$1.88M 0.36%
242,841
56
$1.87M 0.36%
161,871
-4,253
57
$1.86M 0.36%
37,049
+3,074
58
$1.75M 0.33%
17,088
59
$1.75M 0.33%
52,300
+22
60
$1.7M 0.33%
18,574
-3
61
$1.66M 0.32%
32,602
-1,600
62
$1.65M 0.32%
40,471
-25
63
$1.61M 0.31%
24,806
+43
64
$1.59M 0.3%
68,861
-18,476
65
$1.5M 0.29%
15,775
+10,966
66
$1.49M 0.28%
21,648
-25,005
67
$1.49M 0.28%
28,328
+557
68
$1.46M 0.28%
39,296
69
$1.43M 0.27%
39,475
+27,340
70
$1.29M 0.25%
9,400
+320
71
$1.28M 0.24%
32,351
+6,332
72
$1.26M 0.24%
20,729
-7,625
73
$1.25M 0.24%
7,032
+582
74
$1.25M 0.24%
30,811
+22,812
75
$1.25M 0.24%
111,939
+406
1 2
3
4 5