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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.2%
67,301
+16,213
77
$1.1M 0.19%
76,562
-3,550
78
$1.1M 0.19%
51,500
+18,500
79
$1.08M 0.19%
74,596
-4,676
80
$1.07M 0.19%
18,493
-508
81
$1.06M 0.19%
11,110
+302
82
$1.04M 0.18%
19,148
83
$999K 0.17%
32,865
-920
84
$983K 0.17%
23,978
+7,854
85
$966K 0.17%
25,000
86
$964K 0.17%
27,177
-4,330
87
$961K 0.17%
46,034
88
$955K 0.17%
9,308
+3,650
89
$914K 0.16%
27,670
90
$910K 0.16%
16,178
-295
91
$885K 0.15%
40,852
92
$883K 0.15%
+55,000
93
$878K 0.15%
18,069
+2,594
94
$861K 0.15%
50,000
95
$853K 0.15%
36,817
+369
96
$823K 0.14%
24,095
+24
97
$808K 0.14%
70,668
-619
98
$744K 0.13%
23,103
-22,963
99
$741K 0.13%
34,529
-972
100
$723K 0.13%
16,674
+1,659
2 3
4
5 6