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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$416K 0.07%
19,984
+2,801
127
$413K 0.07%
8,182
128
$407K 0.07%
3,355
-377
129
$377K 0.07%
+15,015
130
$370K 0.07%
3,844
+436
131
$366K 0.06%
4,300
+60
132
$366K 0.06%
6,008
+980
133
$364K 0.06%
8,370
+34
134
$363K 0.06%
33,000
135
$361K 0.06%
33,030
-44
136
$357K 0.06%
3,394
+967
137
$345K 0.06%
7,144
-9
138
$343K 0.06%
24,750
139
$332K 0.06%
3,106
-47
140
$332K 0.06%
2,108
+299
141
$331K 0.06%
5,898
-212
142
$317K 0.06%
30,245
+200
143
$310K 0.05%
5,490
144
$295K 0.05%
234
145
$294K 0.05%
4,010
146
$293K 0.05%
+3,544
147
$288K 0.05%
+4,966
148
$282K 0.05%
8,430
149
$264K 0.05%
3,377
-945
150
$261K 0.05%
17,999
-92
4 5
6
7 8