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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.1%
28,402
+138
102
$1.14M 0.09%
3,359
+329
103
$1.13M 0.09%
89,615
+24,329
104
$1.12M 0.09%
78,315
+2,846
105
$1.07M 0.09%
14,727
106
$1.07M 0.09%
46,032
-1
107
$1.04M 0.09%
7,433
+2,300
108
$1.03M 0.09%
49,720
-63
109
$1.03M 0.09%
41,321
+1,196
110
$1.02M 0.09%
20,284
+1,801
111
$1.02M 0.09%
7,640
+2,840
112
$1.01M 0.08%
17,174
+3,314
113
$977K 0.08%
3,682
+16
114
$964K 0.08%
16,927
115
$931K 0.08%
11,386
+95
116
$924K 0.08%
61,828
+1,450
117
$920K 0.08%
9,031
+70
118
$870K 0.07%
16,702
-3,085
119
$849K 0.07%
24,751
120
$833K 0.07%
2,539
+999
121
$812K 0.07%
55,000
122
$805K 0.07%
6,244
+62
123
$792K 0.07%
6,300
-58
124
$785K 0.07%
1,285
+55
125
$778K 0.06%
21,252
-22
3 4
5
6 7