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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.22%
48,656
+447
52
$2.72M 0.22%
12,292
-15
53
$2.67M 0.21%
53,914
54
$2.64M 0.21%
52,326
+34
55
$2.59M 0.21%
40,469
-3
56
$2.58M 0.21%
18,791
-109
57
$2.48M 0.2%
72,968
+7,637
58
$2.47M 0.2%
22,291
-71
59
$2.44M 0.2%
46,950
+3,642
60
$2.43M 0.19%
49,470
+132
61
$2.39M 0.19%
37,371
+289
62
$2.27M 0.18%
109,952
-501
63
$2.26M 0.18%
93,161
+11,246
64
$2.15M 0.17%
+15,381
65
$2.12M 0.17%
163,286
-255,114
66
$2.1M 0.17%
18,762
-282
67
$2.08M 0.17%
153,440
68
$2.03M 0.16%
28,928
-10,712
69
$1.99M 0.16%
25,664
-1,651
70
$1.94M 0.15%
41,567
-540
71
$1.88M 0.15%
15,936
-4
72
$1.85M 0.15%
24,609
-18
73
$1.84M 0.15%
14,688
-1,350
74
$1.83M 0.15%
8,282
+465
75
$1.79M 0.14%
35,586
-1,832
1 2
3
4 5