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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.07%
19,310
-850
127
$425K 0.07%
5,611
-5
128
$412K 0.07%
21,656
-210
129
$402K 0.07%
8,182
+204
130
$397K 0.07%
33,574
+69
131
$388K 0.06%
+15,409
132
$380K 0.06%
2,155
-7
133
$376K 0.06%
3,239
-4
134
$370K 0.06%
7,348
-10
135
$370K 0.06%
3,170
+133
136
$358K 0.06%
15,533
-850
137
$355K 0.06%
33,000
138
$350K 0.06%
20,210
-2,150
139
$346K 0.06%
1,800
+185
140
$346K 0.06%
8,512
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141
$323K 0.05%
7,149
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142
$323K 0.05%
167,521
+8,831
143
$320K 0.05%
2,736
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144
$320K 0.05%
3,825
-130
145
$305K 0.05%
2,886
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146
$305K 0.05%
5,490
147
$300K 0.05%
8,430
148
$298K 0.05%
4,010
-100
149
$295K 0.05%
28,295
+2,235
150
$291K 0.05%
3,096
-36
4 5
6
7 8