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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.12%
11,414
102
$1.16M 0.12%
20,219
-500
103
$1.16M 0.12%
28,200
+88
104
$1.16M 0.12%
61,000
+45,000
105
$1.15M 0.12%
14,989
-1,831
106
$1.09M 0.11%
46,034
107
$1.08M 0.11%
7,086
+16
108
$1.06M 0.11%
27,970
-193
109
$1.04M 0.11%
+17,848
110
$1.04M 0.11%
20,272
-250
111
$1.01M 0.1%
7,240
-360
112
$1.01M 0.1%
11,476
-95
113
$995K 0.1%
9,371
+350
114
$966K 0.1%
18,427
+1,500
115
$951K 0.1%
3,787
+105
116
$924K 0.09%
14,670
-220
117
$911K 0.09%
5,959
-345
118
$871K 0.09%
4,819
+1,001
119
$867K 0.09%
1,903
-108
120
$845K 0.09%
6,242
-112
121
$826K 0.08%
20,446
-19,374
122
$824K 0.08%
14,678
+3,459
123
$812K 0.08%
4,853
-36
124
$810K 0.08%
9,010
+1,661
125
$800K 0.08%
20,000
+7,000
3 4
5
6 7