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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$836K 0.2%
62,644
-71,956
102
$818K 0.2%
41,116
+1,321
103
$818K 0.2%
20,667
104
$816K 0.2%
13,379
-18,279
105
$789K 0.19%
67,295
+520
106
$787K 0.19%
8,457
-474
107
$783K 0.19%
115,879
+4,300
108
$750K 0.18%
66,649
-76,168
109
$737K 0.18%
80,480
+41,880
110
$709K 0.17%
8,893
-800
111
$684K 0.17%
53,958
112
$667K 0.16%
27,565
+4,185
113
$657K 0.16%
50,218
114
$650K 0.16%
59,634
115
$638K 0.15%
19,295
-1,283
116
$609K 0.15%
7,143
+5,057
117
$606K 0.15%
13,668
+290
118
$578K 0.14%
6,620
-8,380
119
$571K 0.14%
+11,385
120
$515K 0.12%
3,949
-55
121
$452K 0.11%
52,976
+12,711
122
$451K 0.11%
8,979
+1,000
123
$441K 0.11%
57,000
+6,000
124
$439K 0.11%
8,934
-331
125
$433K 0.1%
35,110
+200
3 4
5
6 7