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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$967K 0.08%
16,927
102
$965K 0.08%
11,291
103
$953K 0.08%
10,828
-139
104
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7,007
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105
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55,000
106
$920K 0.07%
3,847
-88
107
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14,727
108
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6,958
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109
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24,752
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110
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59,697
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111
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8,962
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112
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13,177
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113
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114
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5,874
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115
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116
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40,285
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117
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118
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119
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120
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121
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122
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12,990
+1,425
123
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20,942
+318
124
$689K 0.06%
+5,741
125
$685K 0.05%
12,268
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3 4
5
6 7