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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.35%
242,841
52
$2.54M 0.34%
22,614
+38
53
$2.51M 0.33%
26,909
54
$2.51M 0.33%
49,296
55
$2.49M 0.33%
66,558
+307
56
$2.32M 0.31%
107,500
57
$2.31M 0.31%
24,943
-22
58
$2.3M 0.3%
42,469
-403
59
$2.28M 0.3%
20,133
+1
60
$2.24M 0.3%
43,480
-118
61
$2.23M 0.3%
44,035
+8,094
62
$2.2M 0.29%
28,605
63
$2.15M 0.28%
68,208
-1,595
64
$2.09M 0.28%
50,138
+1,477
65
$2.09M 0.28%
13,619
+703
66
$2.06M 0.27%
109,687
67
$2.02M 0.27%
21,857
+84
68
$1.87M 0.25%
24,635
-488
69
$1.85M 0.25%
204,368
-3,244
70
$1.84M 0.24%
54,207
+352
71
$1.82M 0.24%
22,752
-50
72
$1.82M 0.24%
+402,700
73
$1.8M 0.24%
15,112
74
$1.79M 0.24%
10,164
+1,390
75
$1.78M 0.24%
+28,050
1 2
3
4 5