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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.11%
14,934
+5,516
102
$632K 0.11%
15,015
-6,939
103
$620K 0.11%
37,681
-2,323
104
$614K 0.11%
1,568
-242
105
$608K 0.11%
5,658
+211
106
$597K 0.11%
15,865
-115
107
$575K 0.1%
12,099
-25,949
108
$574K 0.1%
7,124
-496
109
$574K 0.1%
16,000
110
$570K 0.1%
45,295
+4,650
111
$564K 0.1%
6,762
+489
112
$556K 0.1%
14,864
-788
113
$544K 0.1%
34,395
-2,906
114
$535K 0.09%
7,466
+1,132
115
$528K 0.09%
17,168
+5,215
116
$483K 0.09%
4,539
117
$476K 0.08%
4,670
118
$452K 0.08%
+6,749
119
$452K 0.08%
18,377
+952
120
$450K 0.08%
6,348
-2,080
121
$446K 0.08%
9,059
+168
122
$441K 0.08%
20,244
-916
123
$438K 0.08%
2,255
+199
124
$427K 0.08%
12,773
-395
125
$417K 0.07%
7,870
-2,661
3 4
5
6 7