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
$1.35B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$52.8M
3
+$27.6M
4
MSFT icon
Microsoft
MSFT
+$20.8M
5
VLO icon
Valero Energy
VLO
+$19.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.97%
2 Energy 13.37%
3 Technology 11.64%
4 Healthcare 5.14%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.02%
+4,801
127
$286K 0.02%
+2,769
128
$284K 0.02%
+24,500
129
$281K 0.02%
+5,848
130
$266K 0.02%
+2,609
131
$250K 0.02%
+6,492
132
$250K 0.02%
+27,150
133
$247K 0.02%
+66,000
134
$244K 0.02%
+15,078
135
$242K 0.02%
+1,323
136
$237K 0.02%
+6,200
137
$231K 0.02%
+10,000
138
$221K 0.02%
+1,979
139
$214K 0.02%
+3,925
140
$208K 0.02%
+4,300
141
$188K 0.01%
+3,525
142
$150K 0.01%
+6,262
143
$131K 0.01%
+5,551
144
$130K 0.01%
+691
145
$129K 0.01%
+2,560
146
$101K 0.01%
+44,875
147
$54K ﹤0.01%
+7,830
148
– –
0
149
$12K ﹤0.01%
+50
2 3 4 5
6