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

Top Buys

1
+$4.33M
2
+$2.52M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$764K
5
XCO
Exco Resources
XCO
+$605K

Top Sells

1
+$529M
2
+$4.43M
3
+$4.17M
4
PIPR icon
Piper Sandler
PIPR
+$4M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.49%
3 Financials 17.79%
4 Industrials 8.67%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.38%
71,454
77
$3.72M 0.38%
60,151
78
$3.5M 0.35%
165,594
79
$2.91M 0.29%
183,000
80
$2.77M 0.28%
134,600
-61,400
81
$2.76M 0.28%
+61,285
82
$2.73M 0.28%
36,336
83
$2.73M 0.28%
16,468
-328
84
$2.69M 0.27%
30,570
+1,979
85
$2.61M 0.26%
35,152
-1,000
86
$2.4M 0.24%
29,975
+3,275
87
$2.24M 0.23%
61,121
88
$2.22M 0.22%
15,000
89
$2.12M 0.21%
26,522
90
$1.97M 0.2%
33,716
-360
91
$1.95M 0.2%
263,700
92
$1.94M 0.2%
123,750
93
$1.91M 0.19%
16,567
+1,480
94
$1.86M 0.19%
37,240
+26,001
95
$1.69M 0.17%
53,497
96
$1.66M 0.17%
148,816
97
$1.59M 0.16%
62,422
98
$1.48M 0.15%
12,667
99
$1.47M 0.15%
23,600
100
$1.11M 0.11%
30,035
+150
2 3
4
5 6