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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.15%
43,609
+1,947
77
$1.69M 0.14%
7,729
+45
78
$1.61M 0.13%
66,790
+1,368
79
$1.6M 0.13%
5,866
+123
80
$1.56M 0.13%
31,103
-1,696
81
$1.56M 0.13%
7,134
+189
82
$1.56M 0.13%
27,861
+58
83
$1.55M 0.13%
32,490
+448
84
$1.55M 0.13%
22,749
+2
85
$1.54M 0.13%
28,465
+3,355
86
$1.5M 0.12%
25,710
+601
87
$1.49M 0.12%
21,973
+2,307
88
$1.47M 0.12%
33,452
+96
89
$1.4M 0.12%
25,138
+2,582
90
$1.39M 0.12%
12,925
+1,010
91
$1.38M 0.12%
20,664
+1,492
92
$1.37M 0.11%
28,039
+167
93
$1.35M 0.11%
16,345
94
$1.27M 0.11%
16,000
95
$1.26M 0.11%
20,719
96
$1.26M 0.1%
88,948
+4,245
97
$1.25M 0.1%
27,056
+7,207
98
$1.24M 0.1%
15,838
+2,237
99
$1.24M 0.1%
10,902
+116
100
$1.22M 0.1%
2,115
+1,438
2 3
4
5 6