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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.15%
10,240
+680
77
$1.73M 0.15%
+65,422
78
$1.65M 0.14%
32,799
-2,787
79
$1.6M 0.14%
10,311
-64
80
$1.6M 0.14%
5,743
+12
81
$1.59M 0.14%
32,042
82
$1.59M 0.14%
50,871
-3,071
83
$1.56M 0.13%
6,945
+469
84
$1.52M 0.13%
19,666
+336
85
$1.48M 0.13%
22,747
-20
86
$1.46M 0.12%
33,356
-411
87
$1.46M 0.12%
25,109
+264
88
$1.41M 0.12%
25,110
+893
89
$1.35M 0.12%
16,345
-180
90
$1.34M 0.11%
11,915
-870
91
$1.31M 0.11%
20,719
-1,177
92
$1.29M 0.11%
19,172
+5,995
93
$1.27M 0.11%
+66,000
94
$1.26M 0.11%
84,703
-4,325
95
$1.21M 0.1%
22,556
+57
96
$1.17M 0.1%
28,264
-468
97
$1.13M 0.1%
16,000
98
$1.1M 0.09%
75,469
-1
99
$1.07M 0.09%
19,787
-600
100
$1.07M 0.09%
46,033
2 3
4
5 6