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

Top Buys

1
+$449M
2
+$2.2M
3
+$442K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$253K
5
SJM icon
J.M. Smucker
SJM
+$226K

Top Sells

1
+$8.48M
2
+$6.26M
3
+$1.72M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$446K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$434K

Sector Composition

1 Technology 13.88%
2 Energy 13.72%
3 Financials 12.04%
4 Industrials 6.02%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.03%
24,044
-4,498
127
$424K 0.03%
28,500
+200
128
$416K 0.03%
19,788
-1,714
129
$411K 0.03%
4,801
130
$404K 0.03%
15,200
+6,525
131
$381K 0.03%
7,957
+571
132
$321K 0.02%
14,650
-100
133
$284K 0.02%
5,476
-1,000
134
$284K 0.02%
23,316
-1,960
135
$281K 0.02%
2,865
-550
136
$279K 0.02%
4,675
137
$278K 0.02%
10,513
+265
138
$275K 0.02%
10,000
139
$258K 0.02%
16,523
-4,106
140
$246K 0.02%
5,514
-1,704
141
$239K 0.02%
4,873
+50
142
$237K 0.02%
1,919
143
$237K 0.02%
6,974
144
$237K 0.02%
2,400
-2,075
145
$228K 0.02%
6,200
146
$217K 0.02%
+3,285
147
$215K 0.01%
3,962
-315
148
$214K 0.01%
9,950
-500
149
$211K 0.01%
4,300
150
$206K 0.01%
23,775
+17,095
3 4 5
6
7