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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.68M 0.3%
20,590
+458
52
$2.68M 0.29%
53,470
-1,365
53
$2.65M 0.29%
62,034
+657
54
$2.52M 0.28%
12,380
-300
55
$2.48M 0.27%
42,168
+57
56
$2.44M 0.27%
160,093
57
$2.44M 0.27%
48,555
+4,972
58
$2.4M 0.26%
107,500
59
$2.36M 0.26%
22,589
-175
60
$2.35M 0.26%
109,141
-838
61
$2.32M 0.26%
37,050
+14,300
62
$2.31M 0.25%
67,383
+1,904
63
$2.26M 0.25%
74,249
-29,035
64
$2.25M 0.25%
24,153
65
$2.21M 0.24%
+43,766
66
$2.15M 0.24%
13,313
+397
67
$2.11M 0.23%
24,766
-205
68
$1.99M 0.22%
6,435
-237
69
$1.98M 0.22%
21,709
+48
70
$1.97M 0.22%
10,714
-1
71
$1.96M 0.22%
44,546
-2,427
72
$1.94M 0.21%
28,103
-72
73
$1.93M 0.21%
29,081
+157
74
$1.92M 0.21%
18,751
75
$1.83M 0.2%
23,552
+1,200
1 2
3
4 5