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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.19%
66,456
-3,496
77
$1.69M 0.19%
15,319
-744
78
$1.68M 0.19%
+9,646
79
$1.68M 0.18%
12,494
+428
80
$1.65M 0.18%
49,115
-324
81
$1.65M 0.18%
24,170
-36
82
$1.59M 0.18%
15,198
+86
83
$1.57M 0.17%
14,912
84
$1.5M 0.17%
38,133
-10,054
85
$1.48M 0.16%
21,524
-21,971
86
$1.48M 0.16%
10,355
87
$1.47M 0.16%
37,728
-347
88
$1.37M 0.15%
23,514
89
$1.31M 0.14%
203,696
-672
90
$1.3M 0.14%
15,470
-135
91
$1.28M 0.14%
53,624
+451
92
$1.25M 0.14%
33,213
-598
93
$1.23M 0.13%
55,071
94
$1.22M 0.13%
27,078
-2,978
95
$1.22M 0.13%
3,167
+1,618
96
$1.21M 0.13%
75,484
97
$1.18M 0.13%
14,141
-2,272
98
$1.16M 0.13%
27,949
+343
99
$1.16M 0.13%
61,000
100
$1.14M 0.13%
15,193
-425
2 3
4
5 6