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
$1.48B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.15M
3
+$1.03M
4
BGX
Blackstone Long-Short Credit Income Fund
BGX
+$985K
5
JYF
WISDOMTREE DREYFUS JAPANESE YEN FUND
JYF
+$765K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$317K
4
QCOM icon
Qualcomm
QCOM
+$246K
5
CHK
Chesapeake Energy Corporation
CHK
+$198K

Sector Composition

1 Technology 14.7%
2 Financials 12.77%
3 Energy 12.16%
4 Healthcare 5.97%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.04%
8,060
+3,950
127
$593K 0.04%
6,539
+3,812
128
$591K 0.04%
29,310
-1,295
129
$577K 0.04%
24,865
+5,880
130
$549K 0.04%
15,960
+4,953
131
$546K 0.04%
41,118
+7,375
132
$512K 0.03%
+5,403
133
$508K 0.03%
9,203
+488
134
$497K 0.03%
8,180
+4,920
135
$485K 0.03%
7,050
-35
136
$476K 0.03%
4,965
-80
137
$469K 0.03%
4,801
138
$462K 0.03%
16,910
+2,970
139
$450K 0.03%
23,600
140
$449K 0.03%
5,700
141
$414K 0.03%
19,788
142
$408K 0.03%
32,810
143
$394K 0.03%
19,365
+4,556
144
$389K 0.03%
44,750
-36,500
145
$388K 0.03%
6,200
+186
146
$378K 0.03%
3,773
+929
147
$368K 0.02%
+12,728
148
$363K 0.02%
5,183
+1,194
149
$357K 0.02%
+45,000
150
$321K 0.02%
14,650
3 4 5
6
7