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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.18%
24,552
77
$1.01M 0.17%
54,808
+964
78
$976K 0.16%
51,797
+257
79
$975K 0.16%
45,881
80
$959K 0.16%
7,571
+142
81
$947K 0.16%
18,217
+400
82
$939K 0.16%
33,580
83
$926K 0.15%
82,786
+13,507
84
$923K 0.15%
91,629
+350
85
$863K 0.14%
79,320
+23,184
86
$837K 0.14%
44,135
+1,995
87
$823K 0.14%
40,412
+2,133
88
$812K 0.14%
10,523
+3,313
89
$795K 0.13%
60,704
+4,535
90
$782K 0.13%
63,305
+23,104
91
$765K 0.13%
16,542
+114
92
$755K 0.13%
50,300
-9,900
93
$745K 0.12%
29,051
+412
94
$728K 0.12%
44,797
95
$721K 0.12%
72,369
+1,424
96
$709K 0.12%
24,291
-39
97
$695K 0.12%
22,676
98
$686K 0.11%
42,524
-165
99
$655K 0.11%
28,292
+2,317
100
$655K 0.11%
9,251
+820
2 3
4
5 6