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
$938M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$11.5M
3
+$11.2M
4
ZETA icon
Zeta Global
ZETA
+$2.24M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.6M

Top Sells

1
+$2.82M
2
+$1.5M
3
+$1.42M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.16M
5
WBT
Welbilt, Inc.
WBT
+$1.1M

Sector Composition

1 Financials 46.22%
2 Technology 16.44%
3 Healthcare 4.79%
4 Industrials 2.83%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.19%
6,672
+391
77
$1.76M 0.19%
15,605
+222
78
$1.73M 0.18%
12,916
-703
79
$1.69M 0.18%
18,751
+169
80
$1.69M 0.18%
22,352
-400
81
$1.66M 0.18%
204,368
82
$1.59M 0.17%
49,439
+2,237
83
$1.58M 0.17%
9,586
+733
84
$1.4M 0.15%
16,063
+104
85
$1.4M 0.15%
+22,750
86
$1.4M 0.15%
24,206
-1,188
87
$1.39M 0.15%
38,075
+291
88
$1.37M 0.15%
15,112
89
$1.37M 0.15%
5,825
-75
90
$1.34M 0.14%
14,912
+224
91
$1.32M 0.14%
10,355
-7
92
$1.31M 0.14%
55,071
93
$1.31M 0.14%
53,173
-1,034
94
$1.29M 0.14%
16,413
+2,820
95
$1.27M 0.14%
33,811
+389
96
$1.26M 0.13%
12,066
+10
97
$1.22M 0.13%
23,514
+882
98
$1.2M 0.13%
16,707
+2,052
99
$1.16M 0.12%
15,618
-418
100
$1.16M 0.12%
61,000
2 3
4
5 6