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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.12%
32,240
102
$1.11M 0.12%
27,103
+200
103
$1.06M 0.12%
+21,551
104
$1.06M 0.12%
6,984
-131
105
$1.05M 0.12%
11,976
-4,731
106
$1.05M 0.12%
+20,019
107
$1.04M 0.11%
11,476
108
$980K 0.11%
46,247
-2,452
109
$972K 0.11%
19,389
-830
110
$958K 0.11%
356,075
111
$956K 0.11%
24,750
112
$896K 0.1%
5,656
-35
113
$894K 0.1%
26,991
-305
114
$877K 0.1%
21,450
-24,478
115
$874K 0.1%
18,427
116
$862K 0.09%
7,770
+402
117
$845K 0.09%
10,176
-80
118
$835K 0.09%
14,930
+260
119
$805K 0.09%
4,457
-13
120
$797K 0.09%
3,764
+15
121
$794K 0.09%
20,858
122
$780K 0.09%
18,809
+45
123
$767K 0.08%
4,522
-242
124
$754K 0.08%
2,061
-13
125
$751K 0.08%
4,253
-92
3 4
5
6 7