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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.22%
26,434
-99
52
$2.54M 0.22%
12,307
-200
53
$2.43M 0.21%
48,209
+10
54
$2.31M 0.2%
81,915
+4,415
55
$2.25M 0.2%
40,472
-4
56
$2.23M 0.19%
39,640
-69
57
$2.23M 0.19%
153,440
58
$2.23M 0.19%
37,082
+78
59
$2.2M 0.19%
19,044
+317
60
$2.19M 0.19%
52,292
-14
61
$2.18M 0.19%
49,338
+249
62
$2.18M 0.19%
22,362
+714
63
$2.17M 0.19%
43,308
+235
64
$2.14M 0.19%
61,377
65
$2.12M 0.18%
67,575
+2,269
66
$2.03M 0.18%
20,133
-38,340
67
$1.93M 0.17%
65,331
-893
68
$1.89M 0.16%
37,418
+2,203
69
$1.87M 0.16%
27,315
+23,036
70
$1.87M 0.16%
16,038
-1,050
71
$1.78M 0.16%
110,453
-1,872
72
$1.68M 0.15%
24,627
-160
73
$1.65M 0.14%
15,940
+2
74
$1.63M 0.14%
42,107
+1,731
75
$1.56M 0.14%
6,748
-171
1 2
3
4 5