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
$581M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.9M
3
+$678K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$556K
5
SJM icon
J.M. Smucker
SJM
+$518K

Top Sells

1
+$28.3M
2
+$10.9M
3
+$6.76M
4
AABA
Altaba Inc
AABA
+$6.43M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.82M

Sector Composition

1 Technology 28.47%
2 Financials 18.5%
3 Industrials 4.49%
4 Real Estate 3.99%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.18%
46,032
-5,765
77
$1M 0.17%
9,508
+1,937
78
$1M 0.17%
21,954
-2,598
79
$972K 0.17%
85,280
+5,960
80
$962K 0.17%
41,528
+13,236
81
$929K 0.16%
10,732
+209
82
$904K 0.16%
40,852
-5,029
83
$891K 0.15%
72,964
+9,659
84
$877K 0.15%
31,864
-1,716
85
$864K 0.15%
24,245
+1,569
86
$861K 0.15%
40,733
+321
87
$829K 0.14%
63,713
+3,009
88
$824K 0.14%
31,010
+1,959
89
$807K 0.14%
41,259
+7,130
90
$765K 0.13%
45,300
-5,000
91
$763K 0.13%
66,473
+11,047
92
$759K 0.13%
16,656
+114
93
$731K 0.13%
13,364
+2,728
94
$728K 0.13%
25,511
+1,220
95
$726K 0.12%
40,788
-4,009
96
$711K 0.12%
69,481
-2,888
97
$691K 0.12%
8,529
-722
98
$688K 0.12%
34,740
-9,395
99
$644K 0.11%
40,054
-2,470
100
$632K 0.11%
6,617
+297
2 3
4
5 6