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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.24%
40,435
+184
77
$1.14M 0.23%
61,760
-128
78
$1.11M 0.22%
+30,177
79
$1.11M 0.22%
11,625
-254
80
$1.06M 0.21%
75,945
+4,514
81
$1.05M 0.21%
10,074
-460
82
$1.01M 0.2%
28,114
-249
83
$1M 0.2%
24,218
-1,590
84
$999K 0.2%
9,077
-310
85
$966K 0.19%
14,727
+3,458
86
$931K 0.19%
62,055
+950
87
$928K 0.19%
55,002
+2
88
$924K 0.19%
22,853
+95
89
$919K 0.18%
3,997
+20
90
$866K 0.17%
33,331
+706
91
$822K 0.17%
18,328
+486
92
$788K 0.16%
8,520
+400
93
$766K 0.15%
20,373
-5,595
94
$764K 0.15%
10,949
+41
95
$732K 0.15%
42,300
+350
96
$728K 0.15%
8,932
+684
97
$719K 0.14%
46,033
98
$712K 0.14%
31,208
-2,100
99
$704K 0.14%
48,926
-138
100
$698K 0.14%
15,616
+80
2 3
4
5 6