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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.23%
21,967
-7,815
77
$1.18M 0.23%
94,553
+67,621
78
$1.17M 0.22%
11,887
+222
79
$1.15M 0.22%
61,376
80
$1.15M 0.22%
19,147
81
$1.14M 0.22%
7,992
-2,265
82
$1.12M 0.21%
6,845
+5,202
83
$1.08M 0.21%
40,381
-21
84
$1.05M 0.2%
11,194
-617
85
$986K 0.19%
11,291
86
$968K 0.19%
14,472
+10,740
87
$960K 0.18%
3,714
-14
88
$957K 0.18%
16,224
+12,036
89
$864K 0.17%
23,108
+16,511
90
$848K 0.16%
7,579
-3,854
91
$812K 0.16%
21,463
-9,339
92
$800K 0.15%
16,000
93
$799K 0.15%
24,918
-506
94
$786K 0.15%
80,751
+1,346
95
$769K 0.15%
57,575
-11,049
96
$740K 0.14%
41,355
-253
97
$737K 0.14%
6,968
-2,526
98
$717K 0.14%
22,688
-450
99
$716K 0.14%
34,864
+992
100
$715K 0.14%
33,396
-21,548
2 3
4
5 6