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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.52M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$764K
5
XCO
Exco Resources
XCO
+$605K

Top Sells

1
+$529M
2
+$4.43M
3
+$4.17M
4
PIPR icon
Piper Sandler
PIPR
+$4M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.49%
3 Financials 17.79%
4 Industrials 8.67%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$429K 0.04%
21,502
-9,490
127
$414K 0.04%
28,300
+850
128
$406K 0.04%
4,475
-51
129
$377K 0.04%
7,386
+268
130
$360K 0.04%
7,335
+2,775
131
$344K 0.03%
6,476
-119
132
$335K 0.03%
5,884
+1,959
133
$335K 0.03%
4,801
134
$319K 0.03%
7,218
+168
135
$318K 0.03%
20,629
-471
136
$313K 0.03%
3,415
137
$293K 0.03%
+25,276
138
$292K 0.03%
2,819
+50
139
$291K 0.03%
+14,750
140
$289K 0.03%
+8,675
141
$285K 0.03%
6,950
+100
142
$283K 0.03%
5,567
-31
143
$281K 0.03%
6,717
+478
144
$279K 0.03%
+12,305
145
$278K 0.03%
2,523
-61
146
$278K 0.03%
+4,675
147
$272K 0.03%
10,248
+1,324
148
$268K 0.03%
10,000
149
$265K 0.03%
15,018
+305
150
$240K 0.02%
6,200
3 4 5
6
7