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
$1.4B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.38M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
IBKR icon
Interactive Brokers
IBKR
+$1.45M

Top Sells

1
+$9.49M
2
+$9.26M
3
+$8.09M
4
NDAQ icon
Nasdaq
NDAQ
+$4.82M
5
RF icon
Regions Financial
RF
+$4.17M

Sector Composition

1 Energy 13.01%
2 Financials 11.73%
3 Technology 11.6%
4 Healthcare 5.42%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.23%
330,129
77
$3.12M 0.22%
71,454
78
$3.08M 0.22%
196,000
-58,600
79
$3.01M 0.22%
71,600
-90,000
80
$2.93M 0.21%
165,594
81
$2.72M 0.2%
183,000
82
$2.54M 0.18%
16,796
+57
83
$2.43M 0.17%
36,152
+2,025
84
$2.28M 0.16%
36,336
85
$2.25M 0.16%
28,591
+2,450
86
$2.21M 0.16%
263,700
87
$2.15M 0.15%
26,700
+22,775
88
$1.97M 0.14%
26,522
+20
89
$1.82M 0.13%
61,121
90
$1.76M 0.13%
34,076
+140
91
$1.7M 0.12%
123,750
92
$1.65M 0.12%
15,000
93
$1.61M 0.12%
15,087
+1,938
94
$1.47M 0.11%
53,497
95
$1.44M 0.1%
148,816
96
$1.32M 0.09%
12,667
97
$1.26M 0.09%
23,600
98
$1.22M 0.09%
62,422
99
$1.14M 0.08%
29,885
+4,140
100
$929K 0.07%
235,300
2 3
4
5 6