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
$1.35B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$52.8M
3
+$27.6M
4
MSFT icon
Microsoft
MSFT
+$20.8M
5
VLO icon
Valero Energy
VLO
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.97%
2 Energy 13.37%
3 Technology 11.64%
4 Healthcare 5.14%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$620K 0.05%
+24,685
102
$615K 0.05%
+15,854
103
$599K 0.04%
+10,750
104
$585K 0.04%
+22,400
105
$560K 0.04%
+35,260
106
$514K 0.04%
+14,085
107
$510K 0.04%
+10,264
108
$473K 0.04%
+5,299
109
$470K 0.03%
+23,600
110
$470K 0.03%
+36,521
111
$434K 0.03%
+11,534
112
$420K 0.03%
+9,646
113
$400K 0.03%
+6,050
114
$381K 0.03%
+6,650
115
$376K 0.03%
+16,415
116
$375K 0.03%
+7,585
117
$368K 0.03%
+5,055
118
$358K 0.03%
+30,493
119
$326K 0.02%
+21,100
120
$315K 0.02%
+8,050
121
$314K 0.02%
+5,725
122
$298K 0.02%
+3,770
123
$295K 0.02%
+6,595
124
$293K 0.02%
+3,415
125
$292K 0.02%
+3,730
2 3 4
5
6