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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.11%
30,035
+150
102
$952K 0.1%
105,306
+42,731
103
$936K 0.09%
79,917
+29,023
104
$926K 0.09%
60,523
+11,433
105
$920K 0.09%
235,300
106
$863K 0.09%
22,856
+6,812
107
$861K 0.09%
10,340
+1,100
108
$855K 0.09%
4,770
+2,139
109
$846K 0.09%
65,116
+9,447
110
$804K 0.08%
19,535
+1,946
111
$801K 0.08%
129,197
+41,199
112
$729K 0.07%
23,600
113
$635K 0.06%
7,955
+4,135
114
$631K 0.06%
24,580
+495
115
$582K 0.06%
110,000
-3,500
116
$563K 0.06%
14,090
+1,755
117
$541K 0.05%
14,732
+710
118
$527K 0.05%
5,928
+569
119
$508K 0.05%
28,542
-107
120
$507K 0.05%
31,910
121
$497K 0.05%
16,600
-2,700
122
$448K 0.05%
7,620
+373
123
$446K 0.05%
6,650
124
$437K 0.04%
6,775
-3,600
125
$434K 0.04%
5,045
-10
3 4
5
6 7