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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.39%
136,000
77
$3.73M 0.38%
71,454
78
$3.72M 0.38%
60,151
79
$3.5M 0.35%
165,594
80
$2.91M 0.29%
183,000
81
$2.77M 0.28%
134,600
-61,400
82
$2.76M 0.28%
+61,285
83
$2.73M 0.28%
36,336
84
$2.73M 0.28%
16,468
-328
85
$2.69M 0.27%
30,570
+1,979
86
$2.61M 0.26%
35,152
-1,000
87
$2.4M 0.24%
29,975
+3,275
88
$2.24M 0.23%
61,121
89
$2.22M 0.22%
15,000
90
$2.12M 0.21%
26,522
91
$1.97M 0.2%
33,716
-360
92
$1.95M 0.2%
263,700
93
$1.94M 0.2%
123,750
94
$1.91M 0.19%
16,567
+1,480
95
$1.86M 0.19%
37,240
+26,001
96
$1.69M 0.17%
53,497
97
$1.66M 0.17%
148,816
98
$1.59M 0.16%
62,422
99
$1.48M 0.15%
12,667
100
$1.47M 0.15%
23,600
2 3
4
5 6