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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.3%
39,015
-50
52
$2.93M 0.3%
49,296
+45
53
$2.9M 0.3%
21,773
-74
54
$2.85M 0.29%
207,612
+141,253
55
$2.78M 0.28%
43,598
-149
56
$2.76M 0.28%
354,645
+182,800
57
$2.68M 0.27%
22,576
-98
58
$2.67M 0.27%
69,803
-4,004
59
$2.64M 0.27%
20,132
60
$2.53M 0.26%
24,965
-113
61
$2.46M 0.25%
42,872
-518
62
$2.46M 0.25%
18,582
-117
63
$2.44M 0.25%
109,687
+87
64
$2.39M 0.24%
14,660
-1,220
65
$2.34M 0.24%
28,605
-71
66
$2.33M 0.24%
42,442
+38,818
67
$2.26M 0.23%
55,071
-2,800
68
$2.2M 0.22%
25,123
-162
69
$2.19M 0.22%
6,219
+185
70
$2.19M 0.22%
61,377
71
$2.19M 0.22%
48,661
+20,296
72
$2.18M 0.22%
19,147
73
$2.14M 0.22%
32,921
-125
74
$2.09M 0.21%
12,916
-28
75
$2.04M 0.21%
18,764
-26
1 2
3
4 5