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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$741K 0.18%
25,871
+876
102
$738K 0.18%
23,255
-125
103
$731K 0.18%
67,529
-869
104
$729K 0.18%
48,929
-640
105
$719K 0.17%
75,000
106
$685K 0.17%
4,729
-100
107
$667K 0.16%
18,924
+2,214
108
$659K 0.16%
48,518
109
$644K 0.16%
58,028
-13,600
110
$636K 0.15%
43,991
-1,172
111
$624K 0.15%
14,037
-92
112
$605K 0.15%
48,155
+22,400
113
$585K 0.14%
40,653
-985
114
$561K 0.14%
68,980
-193
115
$556K 0.13%
41,394
-1,730
116
$553K 0.13%
47,715
-1,150
117
$537K 0.13%
65,283
+1,583
118
$531K 0.13%
44,823
119
$525K 0.13%
19,450
120
$505K 0.12%
10,819
+2,075
121
$484K 0.12%
16,785
+160
122
$483K 0.12%
9,581
-154
123
$478K 0.12%
57,000
-6,000
124
$473K 0.11%
14,323
+2,136
125
$465K 0.11%
11,234
-839
3 4
5
6 7