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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.19%
20,080
-157
77
$1.08M 0.19%
33,785
+852
78
$1.06M 0.19%
31,507
-7,569
79
$1.03M 0.18%
10,808
-63
80
$1.03M 0.18%
46,034
-234
81
$1.03M 0.18%
19,001
+3,517
82
$1.01M 0.18%
19,148
+1
83
$1M 0.18%
27,670
-980
84
$954K 0.17%
79,272
+2,492
85
$945K 0.17%
46,066
-757
86
$925K 0.16%
16,473
+255
87
$914K 0.16%
25,000
88
$868K 0.15%
51,088
+1,115
89
$855K 0.15%
40,852
90
$838K 0.15%
24,071
+56
91
$837K 0.15%
71,287
+1,297
92
$835K 0.15%
36,448
-1,856
93
$824K 0.15%
+33,000
94
$817K 0.14%
35,501
+834
95
$715K 0.13%
25,867
+1,532
96
$697K 0.12%
50,000
97
$680K 0.12%
16,124
+1,662
98
$668K 0.12%
14,218
-340
99
$653K 0.12%
15,475
-1,393
100
$650K 0.12%
67,969
-275
2 3
4
5 6