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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.14%
28,268
+759
77
$1.69M 0.13%
53,942
-13,633
78
$1.66M 0.13%
19,147
79
$1.58M 0.13%
10,375
-805
80
$1.54M 0.12%
33,767
-690
81
$1.49M 0.12%
19,330
-21,040
82
$1.48M 0.12%
9,560
+240
83
$1.46M 0.12%
5,731
-1,017
84
$1.46M 0.12%
22,767
-83
85
$1.43M 0.11%
32,042
86
$1.41M 0.11%
24,217
+3,777
87
$1.39M 0.11%
6,476
+74
88
$1.38M 0.11%
12,785
+362
89
$1.36M 0.11%
16,525
+9,975
90
$1.33M 0.11%
21,896
91
$1.3M 0.1%
24,845
+635
92
$1.19M 0.09%
75,470
-3,254
93
$1.11M 0.09%
28,732
-1,203
94
$1.11M 0.09%
22,499
+2,387
95
$1.1M 0.09%
12,560
+800
96
$1.09M 0.09%
89,028
-11,365
97
$1.04M 0.08%
13,655
+870
98
$1.02M 0.08%
16,000
99
$1M 0.08%
20,387
+149
100
$969K 0.08%
51,703
-4,999
2 3
4
5 6