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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.1%
40,004
102
$646K 0.1%
68,244
-918
103
$635K 0.1%
8,428
+203
104
$631K 0.1%
16,000
105
$600K 0.09%
15,980
-350
106
$592K 0.09%
37,301
107
$546K 0.09%
2,739
-287
108
$538K 0.08%
10,531
-321
109
$535K 0.08%
1,810
+10
110
$531K 0.08%
8,891
+2,989
111
$529K 0.08%
40,645
112
$511K 0.08%
6,273
+93
113
$487K 0.08%
4,539
+125
114
$478K 0.08%
3,732
-32
115
$471K 0.07%
6,334
+723
116
$465K 0.07%
15,652
+243
117
$465K 0.07%
4,670
-1,345
118
$456K 0.07%
21,160
-432
119
$455K 0.07%
9,418
-160
120
$452K 0.07%
13,168
+494
121
$438K 0.07%
17,425
+764
122
$400K 0.06%
8,182
123
$382K 0.06%
3,985
+160
124
$381K 0.06%
3,264
+94
125
$369K 0.06%
33,074
-500
3 4
5
6 7