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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.05M 0.09%
3,030
+515
102
$1.04M 0.09%
49,783
-1,920
103
$1.03M 0.09%
11,291
104
$1.02M 0.09%
18,483
+5,493
105
$1.02M 0.09%
24,751
-1
106
$997K 0.09%
13,601
+9,273
107
$994K 0.08%
14,727
108
$990K 0.08%
3,666
-181
109
$977K 0.08%
10,786
-42
110
$967K 0.08%
16,927
111
$936K 0.08%
65,286
-98,000
112
$934K 0.08%
40,125
-5,901
113
$919K 0.08%
60,378
+681
114
$919K 0.08%
+19,849
115
$918K 0.08%
8,961
-1
116
$887K 0.08%
55,000
117
$884K 0.08%
6,182
+308
118
$874K 0.07%
13,860
+1,592
119
$861K 0.07%
6,358
-649
120
$851K 0.07%
6,568
-390
121
$774K 0.07%
507
-36
122
$768K 0.07%
5,717
-280
123
$739K 0.06%
10,034
-657
124
$728K 0.06%
21,274
+332
125
$700K 0.06%
15,490
-1,650
3 4
5
6 7