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

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$432K 0.04%
30,993
+300
127
$429K 0.04%
21,502
-9,490
128
$414K 0.04%
28,300
+850
129
$406K 0.04%
4,475
-51
130
$377K 0.04%
7,386
+268
131
$360K 0.04%
7,335
+2,775
132
$344K 0.03%
6,476
-119
133
$335K 0.03%
5,884
+1,959
134
$335K 0.03%
4,801
135
$319K 0.03%
3,609
+84
136
$318K 0.03%
20,629
-471
137
$313K 0.03%
3,415
138
$293K 0.03%
+25,276
139
$292K 0.03%
2,819
+50
140
$291K 0.03%
+14,750
141
$289K 0.03%
+8,675
142
$285K 0.03%
6,950
+100
143
$283K 0.03%
5,567
-31
144
$281K 0.03%
6,717
+478
145
$279K 0.03%
+12,305
146
$278K 0.03%
2,523
-61
147
$278K 0.03%
+4,675
148
$272K 0.03%
10,248
+1,324
149
$268K 0.03%
10,000
150
$265K 0.03%
15,018
+305
3 4 5
6
7