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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$882K 0.08%
100,393
-5,285
102
$858K 0.07%
59,498
+142
103
$851K 0.07%
56,702
+554
104
$832K 0.07%
55,000
-2
105
$828K 0.07%
5,438
-541
106
$806K 0.07%
6,968
+466
107
$790K 0.07%
10,967
-44
108
$788K 0.07%
41,007
109
$788K 0.07%
9,011
110
$782K 0.07%
14,727
111
$767K 0.07%
20,238
-4,505
112
$677K 0.06%
3,797
+12
113
$674K 0.06%
20,624
+316
114
$673K 0.06%
19,365
-1,650
115
$664K 0.06%
6,596
+33
116
$643K 0.06%
24,751
+1
117
$642K 0.06%
2,349
-27
118
$608K 0.05%
46,033
119
$598K 0.05%
11,565
-24
120
$567K 0.05%
1,511
+39
121
$561K 0.05%
46,401
-6,234
122
$545K 0.05%
6,550
-175
123
$540K 0.05%
3,586
-326
124
$527K 0.05%
974
+2
125
$527K 0.05%
12,796
-409
3 4
5
6 7