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
$1.4B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.38M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
IBKR icon
Interactive Brokers
IBKR
+$1.45M

Top Sells

1
+$9.49M
2
+$9.26M
3
+$8.09M
4
NDAQ icon
Nasdaq
NDAQ
+$4.82M
5
RF icon
Regions Financial
RF
+$4.17M

Sector Composition

1 Energy 13.01%
2 Financials 11.73%
3 Technology 11.6%
4 Healthcare 5.42%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.06%
+49,090
102
$754K 0.05%
9,240
+20
103
$724K 0.05%
+55,669
104
$706K 0.05%
17,589
+1,735
105
$631K 0.05%
10,375
-375
106
$620K 0.04%
24,085
-600
107
$600K 0.04%
+50,894
108
$599K 0.04%
+24,277
109
$594K 0.04%
+30,992
110
$572K 0.04%
16,044
+4,510
111
$571K 0.04%
+62,575
112
$560K 0.04%
11,239
+975
113
$558K 0.04%
23,600
114
$557K 0.04%
+87,998
115
$555K 0.04%
19,300
-3,100
116
$522K 0.04%
14,022
-63
117
$489K 0.04%
113,500
+47,500
118
$472K 0.03%
27,450
+2,950
119
$471K 0.03%
5,359
+60
120
$468K 0.03%
12,335
+4,750
121
$467K 0.03%
31,910
-3,350
122
$466K 0.03%
2,631
+1,308
123
$424K 0.03%
6,650
124
$420K 0.03%
28,649
-7,872
125
$410K 0.03%
7,118
-2,528
3 4
5
6 7