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
$1.51B
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.51M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K
5
ANSS
Ansys
ANSS
+$312K

Top Sells

1
+$3.57M
2
+$2.49M
3
+$471K
4
XLS
EXELIS INC COM STK
XLS
+$427K
5
AAPL icon
Apple
AAPL
+$386K

Sector Composition

1 Technology 14.07%
2 Energy 13.79%
3 Financials 12.24%
4 Industrials 5.95%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.03%
33,743
+650
127
$445K 0.03%
10,950
128
$434K 0.03%
11,007
-1,125
129
$423K 0.03%
19,788
130
$421K 0.03%
4,801
131
$415K 0.03%
32,810
+9,494
132
$414K 0.03%
5,700
-1,300
133
$399K 0.03%
13,940
+3,940
134
$346K 0.02%
6,014
-1,943
135
$337K 0.02%
14,650
136
$312K 0.02%
+4,110
137
$300K 0.02%
2,865
138
$296K 0.02%
14,809
+4,414
139
$295K 0.02%
+5,940
140
$294K 0.02%
17,073
+550
141
$291K 0.02%
4,675
142
$290K 0.02%
+3,989
143
$288K 0.02%
+2,844
144
$274K 0.02%
5,642
+166
145
$273K 0.02%
2,727
-30
146
$272K 0.02%
23,875
+100
147
$268K 0.02%
+18,450
148
$267K 0.02%
9,983
-530
149
$260K 0.02%
2,029
+110
150
$238K 0.02%
4,705
-168
3 4 5
6
7