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
$1.35B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$52.8M
3
+$27.6M
4
MSFT icon
Microsoft
MSFT
+$20.8M
5
VLO icon
Valero Energy
VLO
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.97%
2 Energy 13.37%
3 Technology 11.64%
4 Healthcare 5.14%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.22%
+136,000
77
$2.81M 0.21%
+330,129
78
$2.77M 0.2%
+71,454
79
$2.69M 0.2%
+165,594
80
$2.52M 0.19%
+100,125
81
$2.49M 0.18%
+16,739
82
$2.16M 0.16%
+263,700
83
$2.08M 0.15%
+34,127
84
$1.94M 0.14%
+26,502
85
$1.88M 0.14%
+61,121
86
$1.86M 0.14%
+36,336
87
$1.86M 0.14%
+26,141
88
$1.79M 0.13%
+33,936
89
$1.57M 0.12%
+15,000
90
$1.56M 0.12%
+183,000
91
$1.45M 0.11%
+148,816
92
$1.43M 0.11%
+123,750
93
$1.42M 0.1%
+53,497
94
$1.27M 0.09%
+13,149
95
$1.27M 0.09%
+23,600
96
$1.25M 0.09%
+12,667
97
$1.17M 0.09%
+62,422
98
$1.01M 0.07%
+25,745
99
$920K 0.07%
+235,300
100
$758K 0.06%
+9,220
2 3
4
5 6