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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$710K 0.12%
18,070
+9,011
102
$691K 0.12%
14,593
+375
103
$679K 0.12%
+105,214
104
$662K 0.12%
7,077
-47
105
$660K 0.12%
24,383
-1,484
106
$650K 0.11%
6,832
+70
107
$641K 0.11%
14,934
108
$631K 0.11%
67,419
-550
109
$616K 0.11%
7,858
+392
110
$603K 0.11%
37,674
-7
111
$596K 0.1%
15,865
112
$576K 0.1%
18,716
+1,548
113
$573K 0.1%
5,720
+1,420
114
$544K 0.09%
34,218
-177
115
$539K 0.09%
1,441
-127
116
$526K 0.09%
16,000
117
$519K 0.09%
3,754
+399
118
$512K 0.09%
6,636
+288
119
$499K 0.09%
4,670
120
$483K 0.08%
20,584
+600
121
$479K 0.08%
4,539
122
$476K 0.08%
20,244
123
$471K 0.08%
13,564
-1,300
124
$459K 0.08%
6,749
125
$456K 0.08%
19,037
+660
3 4
5
6 7