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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.22%
54,900
-771
77
$1.2M 0.21%
13,800
-248
78
$1.13M 0.2%
20,880
79
$1.12M 0.2%
44,171
-180
80
$1.12M 0.2%
21,366
81
$1.11M 0.2%
30,112
-275
82
$1.1M 0.2%
9,739
83
$1.06M 0.19%
24,552
84
$1.02M 0.18%
23,691
-545
85
$1.01M 0.18%
7,182
+754
86
$939K 0.17%
+17,275
87
$921K 0.16%
72,867
-1,100
88
$917K 0.16%
33,580
89
$902K 0.16%
29,675
+6,420
90
$893K 0.16%
46,294
-2,106
91
$871K 0.15%
11,003
-50
92
$866K 0.15%
53,368
93
$866K 0.15%
49,312
-2,487
94
$857K 0.15%
60,000
-15,000
95
$851K 0.15%
10,082
+84
96
$838K 0.15%
98,025
+10,300
97
$836K 0.15%
51,540
98
$820K 0.15%
16,085
-986
99
$786K 0.14%
45,881
-3,978
100
$780K 0.14%
26,021
+150
2 3
4
5 6