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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.19%
19,589
-105
77
$1.1M 0.18%
88,461
-445
78
$1.1M 0.18%
50,252
-51,405
79
$1.09M 0.18%
31,864
80
$1.09M 0.18%
46,268
+236
81
$1.05M 0.18%
19,147
82
$1.04M 0.17%
21,954
83
$954K 0.16%
24,015
-230
84
$917K 0.15%
39,781
-1,747
85
$905K 0.15%
15,252
+1,888
86
$904K 0.15%
10,647
-85
87
$848K 0.14%
39,265
+20,513
88
$846K 0.14%
27,247
-3,763
89
$831K 0.14%
40,038
-695
90
$818K 0.14%
65,983
+2,270
91
$809K 0.14%
16,930
+274
92
$786K 0.13%
40,852
93
$784K 0.13%
70,662
+4,189
94
$742K 0.12%
36,300
-9,000
95
$721K 0.12%
34,419
-321
96
$701K 0.12%
69,162
-319
97
$678K 0.11%
37,355
-3,904
98
$673K 0.11%
5,419
+487
99
$638K 0.11%
24,289
-1,222
100
$637K 0.11%
40,004
-50
2 3
4
5 6