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
$1.44B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$457M
2
+$2.4M
3
+$451K
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$253K
5
SJM icon
J.M. Smucker
SJM
+$226K

Top Sells

1
+$8.48M
2
+$6.4M
3
+$1.68M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$446K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$434K

Sector Composition

1 Technology 13.89%
2 Energy 13.72%
3 Financials 12.41%
4 Industrials 6.01%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.03%
37,710
+5,800
127
$427K 0.03%
24,044
-4,498
128
$424K 0.03%
28,500
+200
129
$416K 0.03%
19,788
-1,714
130
$411K 0.03%
4,801
131
$404K 0.03%
15,200
+6,525
132
$381K 0.03%
7,957
+571
133
$321K 0.02%
14,650
-100
134
$284K 0.02%
5,476
-1,000
135
$284K 0.02%
23,316
-1,960
136
$281K 0.02%
2,865
-550
137
$279K 0.02%
4,675
138
$278K 0.02%
10,513
+265
139
$275K 0.02%
10,000
140
$258K 0.02%
16,523
-4,106
141
$246K 0.02%
2,757
-852
142
$239K 0.02%
4,873
+50
143
$237K 0.02%
1,919
144
$237K 0.02%
6,974
145
$237K 0.02%
2,400
-2,075
146
$228K 0.02%
6,200
147
$217K 0.02%
+3,285
148
$215K 0.01%
3,962
-315
149
$214K 0.01%
9,950
-500
150
$211K 0.01%
4,300
3 4 5
6
7