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
$581M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.9M
3
+$678K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$556K
5
SJM icon
J.M. Smucker
SJM
+$518K

Top Sells

1
+$28.3M
2
+$10.9M
3
+$6.76M
4
AABA
Altaba Inc
AABA
+$6.43M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.82M

Sector Composition

1 Technology 28.47%
2 Financials 18.5%
3 Industrials 4.49%
4 Real Estate 3.99%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.07%
16,591
+639
127
$385K 0.07%
32,300
+9,800
128
$382K 0.07%
7,366
+15
129
$378K 0.07%
+3,243
130
$378K 0.07%
21,866
-90
131
$377K 0.06%
+7,358
132
$370K 0.06%
7,978
133
$369K 0.06%
2,162
-387
134
$364K 0.06%
3,037
+429
135
$345K 0.06%
+8,929
136
$335K 0.06%
33,000
-3,000
137
$331K 0.06%
3,955
+200
138
$328K 0.06%
16,383
+2,200
139
$322K 0.06%
2,900
+14
140
$293K 0.05%
1,615
141
$291K 0.05%
4,110
-25
142
$290K 0.05%
8,430
143
$290K 0.05%
6,191
-5
144
$287K 0.05%
5,490
145
$286K 0.05%
158,690
+8,831
146
$281K 0.05%
+2,737
147
$279K 0.05%
+3,132
148
$279K 0.05%
26,060
+550
149
$270K 0.05%
18,499
-150
150
$267K 0.05%
+1,819
4 5
6
7 8