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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$427K 0.07%
+17,436
127
$426K 0.07%
3,747
+353
128
$424K 0.07%
5,883
-15
129
$422K 0.07%
3,898
+54
130
$421K 0.07%
7,890
-292
131
$403K 0.07%
24,750
132
$400K 0.07%
14,727
-288
133
$396K 0.07%
11,853
-920
134
$390K 0.07%
+4,871
135
$387K 0.07%
6,513
+505
136
$387K 0.07%
33,000
137
$377K 0.07%
7,870
138
$373K 0.07%
8,560
+190
139
$370K 0.06%
10,597
+2,167
140
$361K 0.06%
67,710
+34,680
141
$356K 0.06%
2,168
+60
142
$339K 0.06%
3,982
+438
143
$337K 0.06%
2,049
-206
144
$312K 0.05%
5,228
-262
145
$312K 0.05%
2,079
+516
146
$304K 0.05%
4,010
147
$302K 0.05%
234
148
$295K 0.05%
+7,000
149
$270K 0.05%
+13,035
150
$269K 0.05%
7,634
-28
4 5
6
7 8