GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.73M 0.08%
7,999
-14
102
$1.71M 0.08%
33,067
+28
103
$1.69M 0.08%
20,257
+339
104
$1.69M 0.08%
+51,111
105
$1.69M 0.08%
38,944
-625
106
$1.67M 0.08%
7,362
+386
107
$1.66M 0.08%
81,257
+2,099
108
$1.65M 0.08%
22,162
+419
109
$1.63M 0.08%
23,665
+1
110
$1.45M 0.07%
50,646
+858
111
$1.37M 0.07%
11,312
-88
112
$1.3M 0.06%
12,083
-77
113
$1.29M 0.06%
9,684
+725
114
$1.29M 0.06%
28,606
-39,317
115
$1.28M 0.06%
27,056
+5
116
$1.27M 0.06%
56,728
-272
117
$1.26M 0.06%
47,485
+1,126
118
$1.24M 0.06%
41,080
+1,000
119
$1.23M 0.06%
31,899
120
$1.23M 0.06%
19,750
+1,300
121
$1.21M 0.06%
3,985
122
$1.21M 0.06%
+13,675
123
$1.17M 0.06%
3,822
-1,006
124
$1.14M 0.06%
6,493
-125
125
$1.14M 0.06%
16,969
3 4
5
6 7