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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.14%
6,880
-76
102
$746K 0.13%
11,207
-1,885
103
$741K 0.13%
15,697
+1,660
104
$718K 0.13%
59,455
+11,300
105
$715K 0.13%
11,751
-3,746
106
$701K 0.12%
43,648
107
$682K 0.12%
43,891
-100
108
$675K 0.12%
48,918
+400
109
$671K 0.12%
63,360
-4,169
110
$657K 0.12%
112,776
+56,398
111
$651K 0.12%
44,823
112
$630K 0.11%
44,241
-4,688
113
$611K 0.11%
16,246
-2,678
114
$607K 0.11%
43,047
+10,020
115
$605K 0.11%
40,553
-100
116
$603K 0.11%
8,358
+5,023
117
$598K 0.11%
4,140
-589
118
$577K 0.1%
+22,500
119
$574K 0.1%
47,490
-225
120
$573K 0.1%
15,015
+125
121
$570K 0.1%
28,280
122
$564K 0.1%
41,149
-245
123
$546K 0.1%
15,623
+1,300
124
$540K 0.1%
+7,090
125
$529K 0.09%
63,799
-5,181
3 4
5
6 7