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
$408M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$1.19M
3
+$1.14M
4
ORCL icon
Oracle
ORCL
+$975K
5
AGR
Avangrid, Inc.
AGR
+$841K

Top Sells

1
+$9.1M
2
+$8.04M
3
+$6.55M
4
MRO
Marathon Oil Corporation
MRO
+$5.75M
5
NOV icon
NOV
NOV
+$4.87M

Sector Composition

1 Financials 22.45%
2 Technology 20.26%
3 Energy 13.79%
4 Real Estate 7.02%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.25%
198,000
77
$998K 0.24%
25,695
-1,360
78
$975K 0.24%
+26,689
79
$973K 0.24%
23,085
-1,140
80
$932K 0.23%
7,322
-1,916
81
$912K 0.22%
69,836
82
$891K 0.22%
58,163
83
$866K 0.21%
54,118
-10,532
84
$864K 0.21%
41,316
+200
85
$861K 0.21%
13,042
-337
86
$845K 0.21%
115,879
87
$841K 0.21%
+21,901
88
$796K 0.2%
77,980
-2,500
89
$788K 0.19%
17,626
-3,041
90
$779K 0.19%
8,297
-160
91
$653K 0.16%
4,949
+1,000
92
$631K 0.15%
66,595
-700
93
$628K 0.15%
13,929
+261
94
$623K 0.15%
7,893
-1,000
95
$599K 0.15%
7,143
96
$597K 0.15%
46,758
-7,200
97
$594K 0.15%
44,064
-46,300
98
$589K 0.14%
44,087
-42,619
99
$585K 0.14%
48,168
-2,050
100
$561K 0.14%
24,100
-133,560
2 3
4
5 6