GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.35M 0.21%
126,280
+36,638
52
$4M 0.19%
368,814
+28,486
53
$3.89M 0.19%
13,900
+135
54
$3.85M 0.19%
48,002
+9
55
$3.74M 0.18%
75,921
+50
56
$3.67M 0.18%
12,662
+7
57
$3.66M 0.18%
13,264
-120
58
$3.45M 0.17%
14,554
-35
59
$3.44M 0.17%
18,762
+175
60
$3.43M 0.17%
140,045
+21
61
$3.38M 0.16%
61,000
62
$3.36M 0.16%
15,316
-136
63
$3.35M 0.16%
137,989
+3,835
64
$3.32M 0.16%
63,480
-1,228
65
$3.29M 0.16%
158,131
+112,420
66
$3.25M 0.16%
30,799
+33
67
$3.13M 0.15%
31,058
-26,620
68
$3.12M 0.15%
28,267
+130
69
$3.06M 0.15%
+41,529
70
$2.96M 0.14%
63,321
+397
71
$2.84M 0.14%
5,840
-146
72
$2.82M 0.14%
22,141
+10
73
$2.75M 0.13%
153,440
74
$2.69M 0.13%
30,085
+185
75
$2.61M 0.13%
14,044
+4
1 2
3
4 5