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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.1%
15,035
+4,920
127
$395K 0.1%
7,661
-300
128
$387K 0.09%
+6,912
129
$355K 0.09%
14,539
130
$351K 0.08%
23,138
131
$351K 0.08%
26,541
132
$349K 0.08%
4,255
+185
133
$333K 0.08%
6,205
-21,447
134
$331K 0.08%
6,750
+800
135
$316K 0.08%
11,565
-6,795
136
$306K 0.07%
14,669
-437
137
$303K 0.07%
4,116
-1,521
138
$281K 0.07%
11,561
139
$279K 0.07%
2,297
140
$276K 0.07%
1,568
-218
141
$275K 0.07%
20,249
+5,500
142
$267K 0.06%
4,835
143
$263K 0.06%
31,090
+10,990
144
$249K 0.06%
10,303
-43,194
145
$234K 0.06%
2,191
-40
146
$232K 0.06%
9,988
-52,434
147
$230K 0.06%
+2,251
148
$228K 0.06%
+5,100
149
$220K 0.05%
+2,130
150
$216K 0.05%
3,776
-19,824
4 5
6
7 8