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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$695K 0.13%
114,356
-56,621
102
$686K 0.13%
28,901
-104,776
103
$662K 0.13%
51,537
-30,582
104
$616K 0.12%
55,002
105
$609K 0.12%
44,136
-22,041
106
$605K 0.12%
13,535
+501
107
$578K 0.11%
6,342
-66
108
$570K 0.11%
+3,911
109
$559K 0.11%
14,727
110
$545K 0.1%
2,401
-40
111
$533K 0.1%
15,396
-1,289
112
$521K 0.1%
+10,948
113
$517K 0.1%
+3,086
114
$495K 0.09%
+14,001
115
$489K 0.09%
+8,464
116
$484K 0.09%
6,317
+3,092
117
$483K 0.09%
20,180
+164
118
$482K 0.09%
12,059
-2,684
119
$475K 0.09%
46,560
-622
120
$472K 0.09%
4,164
-4,582
121
$463K 0.09%
6,021
+373
122
$456K 0.09%
11,636
+1,247
123
$444K 0.08%
977
-7
124
$430K 0.08%
4,300
-313
125
$414K 0.08%
6,804
-45
3 4
5
6 7