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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$650K 0.11%
55,426
-3,708
102
$626K 0.1%
34,129
+1,105
103
$622K 0.1%
39,086
-170
104
$586K 0.1%
6,320
+767
105
$559K 0.09%
13,680
+294
106
$557K 0.09%
3,286
-563
107
$553K 0.09%
10,636
+3,602
108
$546K 0.09%
38,699
-50
109
$536K 0.09%
4,054
-339
110
$527K 0.09%
11,935
+605
111
$525K 0.09%
20,000
112
$507K 0.08%
15,105
113
$500K 0.08%
4,564
+25
114
$494K 0.08%
+7,447
115
$462K 0.08%
7,720
+1,925
116
$442K 0.07%
+8,802
117
$430K 0.07%
9,925
-6,940
118
$429K 0.07%
6,562
119
$426K 0.07%
7,729
+208
120
$413K 0.07%
17,921
-322
121
$406K 0.07%
7,351
+508
122
$400K 0.07%
9,663
+609
123
$391K 0.07%
21,956
+6,760
124
$385K 0.06%
2,549
+69
125
$385K 0.06%
9,425
-4,100
3 4
5
6 7