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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.06%
11,953
-91,463
127
$356K 0.06%
3,153
-86
128
$354K 0.06%
7,153
-195
129
$354K 0.06%
8,336
+1,187
130
$351K 0.06%
33,000
131
$347K 0.05%
17,183
+1,650
132
$339K 0.05%
6,110
-1,385
133
$339K 0.05%
4,322
-12,575
134
$337K 0.05%
3,408
+312
135
$328K 0.05%
2,056
-99
136
$327K 0.05%
24,750
-16,038
137
$313K 0.05%
30,045
+1,750
138
$307K 0.05%
4,240
-80
139
$304K 0.05%
5,028
+662
140
$304K 0.05%
5,490
141
$302K 0.05%
+234
142
$295K 0.05%
4,010
143
$293K 0.05%
2,944
+58
144
$287K 0.05%
8,430
145
$282K 0.04%
7,749
-92
146
$279K 0.04%
1,809
+65
147
$270K 0.04%
18,091
-408
148
$270K 0.04%
19,311
-2,345
149
$267K 0.04%
2,427
+204
150
$246K 0.04%
14,600
4 5
6
7 8