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

Top Buys

1
+$7.53M
2
+$2.38M
3
+$1.95M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
5
IBKR icon
Interactive Brokers
IBKR
+$1.32M

Top Sells

1
+$9.65M
2
+$9.06M
3
+$8.05M
4
NDAQ icon
Nasdaq
NDAQ
+$4.81M
5
RF icon
Regions Financial
RF
+$4.41M

Sector Composition

1 Energy 13.01%
2 Technology 11.59%
3 Financials 11.35%
4 Healthcare 5.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.03%
5,055
127
$395K 0.03%
7,247
+1,399
128
$356K 0.03%
21,100
129
$349K 0.03%
4,526
-1,524
130
$305K 0.02%
6,595
131
$304K 0.02%
3,820
+50
132
$301K 0.02%
4,801
133
$296K 0.02%
3,415
134
$292K 0.02%
7,050
-410
135
$291K 0.02%
2,769
136
$268K 0.02%
2,584
-25
137
$268K 0.02%
+5,598
138
$267K 0.02%
6,850
-1,200
139
$260K 0.02%
+4,675
140
$254K 0.02%
6,239
-253
141
$248K 0.02%
10,000
142
$235K 0.02%
+14,713
143
$231K 0.02%
6,200
144
$228K 0.02%
+8,924
145
$227K 0.02%
3,925
-1,800
146
$222K 0.02%
4,300
147
$221K 0.02%
27,150
148
$219K 0.02%
1,929
-50
149
$213K 0.02%
+4,560
150
$201K 0.01%
+4,418
3 4 5
6
7