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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.31%
90,364
+60
77
$1.24M 0.3%
71,630
-83,070
78
$1.23M 0.3%
86,706
+32
79
$1.19M 0.29%
109,100
-125,000
80
$1.14M 0.28%
33,297
-38,157
81
$1.11M 0.27%
12,652
-13,970
82
$1.06M 0.26%
58,163
-69,337
83
$1.06M 0.26%
17,290
+1,615
84
$1.05M 0.25%
20,901
-265
85
$1.05M 0.25%
77,167
-88,427
86
$1.04M 0.25%
28,170
-32,005
87
$1.04M 0.25%
27,055
-1,070
88
$1.03M 0.25%
10,487
-12,385
89
$1.01M 0.24%
9,238
-4
90
$1M 0.24%
64,650
+3,275
91
$986K 0.24%
100,523
-3,800
92
$978K 0.24%
77,722
+200
93
$967K 0.23%
74,810
-85,663
94
$959K 0.23%
28,489
-32,632
95
$955K 0.23%
39,373
+1,718
96
$915K 0.22%
24,225
+8,480
97
$900K 0.22%
27,960
-32,040
98
$890K 0.22%
69,836
-78,980
99
$885K 0.21%
18,186
+8,051
100
$870K 0.21%
7,622
-1,195
2 3
4
5 6