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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.06%
31,282
-158
127
$365K 0.06%
22,360
-401
128
$364K 0.06%
15,952
+1,036
129
$363K 0.06%
11,028
+189
130
$356K 0.06%
7,978
131
$353K 0.06%
4,449
+837
132
$351K 0.06%
36,000
-3,000
133
$339K 0.06%
2,886
-13
134
$316K 0.05%
28,280
135
$310K 0.05%
12,885
136
$309K 0.05%
2,608
+43
137
$306K 0.05%
6,442
+1,332
138
$287K 0.05%
6,196
+541
139
$284K 0.05%
+14,183
140
$282K 0.05%
18,649
-364
141
$281K 0.05%
5,490
142
$280K 0.05%
+24,333
143
$279K 0.05%
4,135
144
$276K 0.05%
149,859
+17,662
145
$275K 0.05%
8,430
146
$273K 0.05%
3,755
+245
147
$270K 0.05%
22,500
148
$269K 0.05%
+3,953
149
$266K 0.04%
25,510
+2,119
150
$257K 0.04%
5,300
+460
4 5
6
7 8