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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.11%
+365
127
$456K 0.11%
+33,027
128
$455K 0.11%
19,824
-1,000
129
$445K 0.11%
24,100
130
$444K 0.11%
14,890
+300
131
$443K 0.11%
33,851
-3,074
132
$441K 0.11%
28,280
133
$437K 0.11%
20,000
134
$381K 0.09%
7,631
+2,326
135
$370K 0.09%
+3,150
136
$368K 0.09%
11,269
+1,303
137
$367K 0.09%
4,573
-143
138
$362K 0.09%
26,921
-220
139
$356K 0.09%
18,135
+685
140
$352K 0.09%
56,378
-907
141
$351K 0.08%
6,300
-550
142
$346K 0.08%
11,565
143
$338K 0.08%
24,187
-396
144
$334K 0.08%
30,300
145
$320K 0.08%
9,320
-7
146
$313K 0.08%
5,851
+26
147
$313K 0.08%
1,769
-52
148
$308K 0.07%
3,874
149
$303K 0.07%
2,494
+27
150
$297K 0.07%
2,631
4 5
6
7 8