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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.17%
76,780
-10,900
77
$1.03M 0.16%
36,600
+300
78
$1M 0.16%
21,954
79
$961K 0.15%
39,076
-962
80
$954K 0.15%
10,871
+224
81
$948K 0.15%
19,147
82
$948K 0.15%
24,015
83
$943K 0.15%
16,218
+7,261
84
$900K 0.14%
46,268
85
$886K 0.14%
38,304
-1,477
86
$867K 0.14%
15,484
+232
87
$851K 0.13%
25,000
-6,864
88
$820K 0.13%
69,990
+4,007
89
$806K 0.13%
40,852
90
$798K 0.13%
34,667
+248
91
$767K 0.12%
50,000
92
$734K 0.12%
16,868
-62
93
$720K 0.11%
49,973
+12,618
94
$713K 0.11%
46,823
+7,558
95
$699K 0.11%
24,335
+46
96
$690K 0.11%
14,558
+1,157
97
$683K 0.11%
79,112
+8,450
98
$679K 0.11%
14,462
+697
99
$676K 0.11%
5,447
+28
100
$663K 0.1%
7,620
2 3
4
5 6