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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$528K 0.09%
50,564
-7,464
127
$526K 0.09%
24,100
128
$509K 0.09%
27,018
+8,883
129
$483K 0.09%
16,480
-305
130
$460K 0.08%
19,824
131
$457K 0.08%
34,659
+808
132
$455K 0.08%
9,381
-200
133
$447K 0.08%
8,900
+1,269
134
$430K 0.08%
+8,216
135
$421K 0.07%
20,000
136
$412K 0.07%
+15,424
137
$403K 0.07%
+8,720
138
$384K 0.07%
4,591
+18
139
$383K 0.07%
6,300
140
$382K 0.07%
9,132
-10,735
141
$379K 0.07%
5,531
-320
142
$377K 0.07%
5,693
+400
143
$361K 0.06%
8,980
-2,254
144
$357K 0.06%
25,131
-1,790
145
$352K 0.06%
+7,066
146
$349K 0.06%
9,320
147
$344K 0.06%
7,053
-3,766
148
$340K 0.06%
39,000
-18,000
149
$334K 0.06%
24,187
150
$325K 0.06%
2,890
-260
4 5
6
7 8