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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.11%
13,401
+123
102
$632K 0.11%
13,765
-215
103
$626K 0.1%
7,620
+42
104
$624K 0.1%
16,330
105
$608K 0.1%
6,015
-602
106
$600K 0.1%
3,026
+19
107
$589K 0.1%
8,225
-304
108
$586K 0.1%
37,301
-25
109
$576K 0.1%
+50,000
110
$557K 0.09%
40,788
111
$555K 0.09%
40,645
-2,054
112
$549K 0.09%
10,852
-371
113
$530K 0.09%
8,957
-205
114
$526K 0.09%
3,764
-288
115
$524K 0.09%
16,000
116
$511K 0.09%
6,180
+205
117
$496K 0.08%
9,200
-1,530
118
$496K 0.08%
12,674
+658
119
$483K 0.08%
4,414
-225
120
$480K 0.08%
7,495
+129
121
$474K 0.08%
21,592
-28,660
122
$464K 0.08%
5,902
+34
123
$453K 0.08%
11,508
124
$451K 0.08%
9,578
-68
125
$440K 0.07%
16,661
+70
3 4
5
6 7