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
$408M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$1.19M
3
+$1.14M
4
ORCL icon
Oracle
ORCL
+$975K
5
AGR
Avangrid, Inc.
AGR
+$841K

Top Sells

1
+$9.1M
2
+$8.04M
3
+$6.55M
4
MRO
Marathon Oil Corporation
MRO
+$5.75M
5
NOV icon
NOV
NOV
+$4.87M

Sector Composition

1 Financials 22.45%
2 Technology 20.26%
3 Energy 13.79%
4 Real Estate 7.02%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.07%
4,635
-200
127
$265K 0.06%
+13,567
128
$255K 0.06%
11,447
-114
129
$253K 0.06%
1,960
-337
130
$244K 0.06%
2,130
131
$240K 0.06%
+11,323
132
$240K 0.06%
2,440
133
$239K 0.06%
3,476
134
$237K 0.06%
9,988
135
$222K 0.05%
2,191
136
$218K 0.05%
+3,025
137
$217K 0.05%
+2,110
138
$214K 0.05%
+3,869
139
$213K 0.05%
15,149
-5,100
140
$209K 0.05%
10,303
141
$209K 0.05%
33,510
+2,420
142
$186K 0.05%
+12,550
143
$183K 0.04%
20,850
-1,200
144
$180K 0.04%
+16,612
145
$179K 0.04%
11,308
146
$159K 0.04%
2,640
-255
147
$150K 0.04%
2,400
-4,220
148
$146K 0.04%
24,000
149
$143K 0.04%
3,746
-794
150
$114K 0.03%
127
-4
4 5
6
7 8