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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$696K 0.14%
16,000
102
$694K 0.14%
15,305
-1,376
103
$694K 0.14%
23,940
-228
104
$676K 0.14%
14,727
105
$670K 0.13%
11,433
-50
106
$667K 0.13%
58,748
-25,068
107
$656K 0.13%
14,803
-13
108
$648K 0.13%
101,084
-437
109
$647K 0.13%
15,220
-14,609
110
$628K 0.13%
29,550
-8,250
111
$597K 0.12%
12,814
-25
112
$572K 0.12%
53,470
113
$560K 0.11%
6,350
+270
114
$554K 0.11%
20,492
115
$540K 0.11%
25,000
116
$539K 0.11%
5,295
-76
117
$526K 0.11%
11,823
+151
118
$520K 0.1%
3,783
+3
119
$495K 0.1%
53,914
120
$490K 0.1%
16,976
-10,125
121
$490K 0.1%
74,651
+10,200
122
$476K 0.1%
6,849
123
$473K 0.1%
3,787
-351
124
$473K 0.1%
18,735
+1
125
$469K 0.09%
5,132
+1,200
3 4
5
6 7