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
$1.4B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.38M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
IBKR icon
Interactive Brokers
IBKR
+$1.45M

Top Sells

1
+$9.49M
2
+$9.26M
3
+$8.09M
4
NDAQ icon
Nasdaq
NDAQ
+$4.82M
5
RF icon
Regions Financial
RF
+$4.17M

Sector Composition

1 Energy 13.01%
2 Financials 11.73%
3 Technology 11.6%
4 Healthcare 5.42%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.03%
30,693
+200
127
$395K 0.03%
5,055
128
$395K 0.03%
7,247
+1,399
129
$356K 0.03%
21,100
130
$349K 0.03%
4,526
-1,524
131
$305K 0.02%
6,595
132
$304K 0.02%
3,820
+50
133
$301K 0.02%
4,801
134
$296K 0.02%
3,415
135
$292K 0.02%
3,525
-205
136
$291K 0.02%
2,769
137
$268K 0.02%
2,584
-25
138
$268K 0.02%
+5,598
139
$267K 0.02%
6,850
-1,200
140
$260K 0.02%
+4,675
141
$254K 0.02%
6,239
-253
142
$248K 0.02%
10,000
143
$235K 0.02%
+14,713
144
$231K 0.02%
6,200
145
$228K 0.02%
+8,924
146
$227K 0.02%
3,925
-1,800
147
$222K 0.02%
4,300
148
$221K 0.02%
27,150
149
$219K 0.02%
1,929
-50
150
$213K 0.02%
+4,560
3 4 5
6
7