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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.25%
18,790
52
$2.88M 0.24%
47,919
-475
53
$2.79M 0.23%
20,132
-2,600
54
$2.75M 0.23%
73,244
+647
55
$2.71M 0.23%
153,440
56
$2.63M 0.22%
16,020
+5,780
57
$2.59M 0.22%
33,538
+4,279
58
$2.58M 0.22%
61,376
59
$2.56M 0.21%
22,843
+102
60
$2.48M 0.21%
43,111
+1,530
61
$2.46M 0.2%
25,303
-158
62
$2.35M 0.2%
110,264
+311
63
$2.34M 0.2%
37,610
+254
64
$2.34M 0.19%
19,147
65
$2.29M 0.19%
53,730
+377
66
$2.26M 0.19%
28,050
+194
67
$2.25M 0.19%
44,946
-1,816
68
$2.24M 0.19%
28,801
-108
69
$2.15M 0.18%
18,746
-190
70
$2.14M 0.18%
25,166
+26
71
$2.13M 0.18%
13,028
+2,717
72
$2.02M 0.17%
15,112
-64
73
$1.96M 0.16%
28,121
-176
74
$1.95M 0.16%
62,287
+11,416
75
$1.94M 0.16%
14,688
1 2
3
4 5