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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.15%
+23,598
102
$1.16M 0.15%
61,000
103
$1.11M 0.15%
355,675
+1,030
104
$1.1M 0.15%
46,034
105
$1.08M 0.14%
24,418
-103
106
$1.08M 0.14%
81,243
-2,247
107
$1.05M 0.14%
13,593
-875
108
$1.05M 0.14%
14,655
-334
109
$1.03M 0.14%
5,900
+4,604
110
$1.02M 0.14%
20,372
+100
111
$1.01M 0.13%
20,219
112
$1M 0.13%
6,992
-94
113
$970K 0.13%
11,476
114
$963K 0.13%
48,691
+351
115
$941K 0.12%
3,682
-105
116
$933K 0.12%
5,541
+722
117
$924K 0.12%
760
-743
118
$923K 0.12%
25,908
+1,734
119
$915K 0.12%
19,166
+1,318
120
$913K 0.12%
18,427
121
$865K 0.11%
9,671
+300
122
$834K 0.11%
26,781
-1,419
123
$797K 0.11%
4,785
-68
124
$794K 0.11%
6,202
-40
125
$775K 0.1%
6,064
+105
3 4
5
6 7