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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.23%
32,402
77
$1.75M 0.23%
18,582
78
$1.72M 0.23%
6,281
+62
79
$1.68M 0.22%
61,378
+1
80
$1.63M 0.22%
15,383
+723
81
$1.57M 0.21%
37,784
-48
82
$1.5M 0.2%
32,882
-39
83
$1.5M 0.2%
+47,202
84
$1.5M 0.2%
8,853
+1,095
85
$1.45M 0.19%
+34,047
86
$1.44M 0.19%
14,688
87
$1.42M 0.19%
30,896
-11,546
88
$1.37M 0.18%
15,959
+430
89
$1.36M 0.18%
12,056
-677
90
$1.31M 0.17%
18,764
91
$1.3M 0.17%
25,394
+112
92
$1.3M 0.17%
10,362
-236
93
$1.28M 0.17%
55,071
94
$1.28M 0.17%
19,147
95
$1.27M 0.17%
22,632
96
$1.22M 0.16%
16,036
97
$1.21M 0.16%
+21,113
98
$1.21M 0.16%
33,422
99
$1.19M 0.16%
28,444
+371
100
$1.19M 0.16%
21,327
-508
2 3
4
5 6