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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.28%
135,000
77
$1.14M 0.28%
113,436
78
$1.11M 0.27%
9,739
79
$1.08M 0.26%
44,351
-1,802
80
$1.07M 0.26%
30,387
+3,295
81
$1.07M 0.26%
20,880
82
$997K 0.24%
21,366
83
$995K 0.24%
15,497
+972
84
$971K 0.23%
48,400
+854
85
$961K 0.23%
24,552
86
$922K 0.22%
11,053
87
$915K 0.22%
19,867
-138
88
$911K 0.22%
33,580
89
$908K 0.22%
51,540
90
$908K 0.22%
73,967
+1,845
91
$893K 0.22%
6,428
+528
92
$879K 0.21%
17,071
-375
93
$851K 0.21%
43,648
94
$839K 0.2%
9,998
+88
95
$834K 0.2%
49,859
+3,978
96
$814K 0.2%
13,092
+435
97
$800K 0.19%
51,799
-1,570
98
$765K 0.18%
53,368
99
$756K 0.18%
87,725
+20,930
100
$746K 0.18%
6,956
+59
2 3
4
5 6