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
$2.24B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$219M
2
+$35.4M
3
+$30.9M
4
TSLA icon
Tesla
TSLA
+$22.3M
5
SLV icon
iShares Silver Trust
SLV
+$22.2M

Top Sells

1
+$79.1M
2
+$34M
3
+$19.6M
4
MTSR
Metsera Inc
MTSR
+$4.88M
5
USAR
USA Rare Earth Inc
USAR
+$2.33M

Sector Composition

1 Financials 39.7%
2 Technology 11.49%
3 Communication Services 10.64%
4 Consumer Discretionary 3.86%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
126
Verizon
VZ
$216B
$1.61M 0.07%
39,514
+328
BAC icon
127
Bank of America
BAC
$357B
$1.59M 0.07%
28,937
+26
IR icon
128
Ingersoll Rand
IR
$35.4B
$1.58M 0.07%
19,918
-374
CNC icon
129
Centene
CNC
$21.3B
$1.57M 0.07%
38,144
-457
GSK icon
130
GSK
GSK
$111B
$1.56M 0.07%
31,901
+1
NVS icon
131
Novartis
NVS
$307B
$1.56M 0.07%
11,312
VYM icon
132
Vanguard High Dividend Yield ETF
VYM
$72.5B
$1.42M 0.06%
9,885
XOM icon
133
Exxon Mobil
XOM
$628B
$1.42M 0.06%
11,775
-161
CAT icon
134
Caterpillar
CAT
$329B
$1.39M 0.06%
2,427
-29
VTI icon
135
Vanguard Total Stock Market ETF
VTI
$570B
$1.38M 0.06%
4,113
+31
SWKS icon
136
Skyworks Solutions
SWKS
$8.49B
$1.36M 0.06%
21,396
-46
EWJ icon
137
iShares MSCI Japan ETF
EWJ
$18.6B
$1.34M 0.06%
16,561
+142
IJH icon
138
iShares Core S&P Mid-Cap ETF
IJH
$106B
$1.33M 0.06%
20,100
SPSB icon
139
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
$1.29M 0.06%
42,755
+950
UEC icon
140
Uranium Energy
UEC
$6.62B
$1.25M 0.06%
107,226
+2,496
DOW icon
141
Dow Inc
DOW
$24.2B
$1.24M 0.06%
52,896
+1,894
VEU icon
142
Vanguard FTSE All-World ex-US ETF
VEU
$57.3B
$1.22M 0.05%
16,600
-369
DXJ icon
143
WisdomTree Japan Hedged Equity Fund
DXJ
$6.12B
$1.17M 0.05%
8,117
+16
UBS icon
144
UBS Group
UBS
$121B
$1.15M 0.05%
24,847
XBI icon
145
State Street SPDR S&P Biotech ETF
XBI
$8.12B
$1.14M 0.05%
9,361
-55
NEE icon
146
NextEra Energy
NEE
$190B
$1.1M 0.05%
13,744
+1,201
CWH icon
147
Camping World
CWH
$492M
$1.05M 0.05%
107,500
RTX icon
148
RTX Corp
RTX
$274B
$1.04M 0.05%
5,674
+1,015
IFF icon
149
International Flavors & Fragrances
IFF
$19.3B
$1M 0.04%
14,884
-56
HD icon
150
Home Depot
HD
$360B
$968K 0.04%
2,814
+997
4 5
6
7 8