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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.02M 0.21%
53,855
-272
77
$1.99M 0.2%
1,503
+991
78
$1.99M 0.2%
15,112
79
$1.96M 0.2%
22,802
-16,900
80
$1.86M 0.19%
8,774
+470
81
$1.83M 0.19%
35,941
+289
82
$1.76M 0.18%
32,402
-88
83
$1.75M 0.18%
37,832
-3,213
84
$1.74M 0.18%
12,733
-469
85
$1.64M 0.17%
33,422
-30
86
$1.61M 0.16%
14,688
87
$1.61M 0.16%
28,073
-5
88
$1.61M 0.16%
21,835
-425
89
$1.59M 0.16%
7,758
+325
90
$1.56M 0.16%
25,282
+1,076
91
$1.54M 0.16%
22,632
92
$1.4M 0.14%
83,490
-992
93
$1.4M 0.14%
10,598
+106
94
$1.36M 0.14%
80,455
-6,231
95
$1.28M 0.13%
24,521
-617
96
$1.28M 0.13%
15,529
-1,595
97
$1.25M 0.13%
16,036
-855
98
$1.24M 0.13%
24,174
-150
99
$1.23M 0.13%
14,468
-1,961
100
$1.19M 0.12%
48,340
-810
2 3
4
5 6