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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.13%
7,817
+385
77
$1.52M 0.13%
9,320
+240
78
$1.47M 0.13%
32,042
-560
79
$1.42M 0.12%
11,180
-20
80
$1.38M 0.12%
19,147
81
$1.38M 0.12%
27,509
-238
82
$1.33M 0.12%
12,423
+531
83
$1.28M 0.11%
21,896
84
$1.25M 0.11%
6,402
-500
85
$1.2M 0.1%
20,440
-683
86
$1.16M 0.1%
53,914
87
$1.15M 0.1%
22,850
-97
88
$1.11M 0.1%
34,457
-740
89
$1.11M 0.1%
16,000
90
$1.07M 0.09%
11,291
91
$1.03M 0.09%
24,210
-652
92
$991K 0.09%
16,927
93
$978K 0.09%
6,949
-840
94
$968K 0.08%
11,760
+584
95
$941K 0.08%
20,112
+962
96
$933K 0.08%
78,724
-2,358
97
$915K 0.08%
12,785
+637
98
$907K 0.08%
29,935
+679
99
$886K 0.08%
13,053
-1,166
100
$883K 0.08%
3,935
+114
2 3
4
5 6