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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.25%
48,394
-262
52
$2.92M 0.25%
61,376
53
$2.92M 0.25%
49,842
+372
54
$2.87M 0.24%
53,353
+1,027
55
$2.73M 0.23%
27,856
+458
56
$2.73M 0.23%
29,259
-1,716
57
$2.72M 0.23%
37,356
-15
58
$2.66M 0.23%
72,597
-371
59
$2.63M 0.22%
41,581
+1,112
60
$2.59M 0.22%
22,741
+450
61
$2.54M 0.22%
46,762
-188
62
$2.35M 0.2%
27,872
+21,293
63
$2.33M 0.2%
25,461
-203
64
$2.3M 0.2%
153,440
65
$2.27M 0.19%
15,176
-205
66
$2.25M 0.19%
18,936
+174
67
$2.22M 0.19%
109,953
+1
68
$2.17M 0.19%
28,909
-19
69
$2.1M 0.18%
25,140
+531
70
$2.05M 0.17%
14,688
71
$2.03M 0.17%
27,803
+11,867
72
$1.99M 0.17%
28,297
+29
73
$1.93M 0.16%
19,147
74
$1.85M 0.16%
41,662
+95
75
$1.76M 0.15%
7,684
-598
1 2
3
4 5