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
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.62M
3
+$1.97M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M
5
CTVA icon
Corteva
CTVA
+$1.21M

Top Sells

1
+$7.33M
2
+$4.37M
3
+$1.41M
4
JYF
WISDOMTREE DREYFUS JAPANESE YEN FUND
JYF
+$877K
5
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$602K

Sector Composition

1 Technology 29.7%
2 Financials 27.01%
3 Industrials 5.47%
4 Real Estate 4.19%
5 Healthcare 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$459K 0.08%
12,014
+59
127
$449K 0.08%
19,535
-899
128
$444K 0.08%
6,749
129
$436K 0.08%
53,914
+6,466
130
$435K 0.07%
17,200
-395
131
$425K 0.07%
5,307
-106
132
$425K 0.07%
24,750
133
$422K 0.07%
7,658
-380
134
$414K 0.07%
19,287
+6,455
135
$398K 0.07%
18,884
+4,880
136
$389K 0.07%
3,489
-875
137
$388K 0.07%
33,000
138
$383K 0.07%
50,001
139
$378K 0.07%
4,933
-1
140
$374K 0.06%
2,153
-50
141
$368K 0.06%
3,432
+32
142
$365K 0.06%
14,727
143
$363K 0.06%
2,172
+14
144
$358K 0.06%
6,692
+626
145
$343K 0.06%
12,135
146
$340K 0.06%
249
147
$335K 0.06%
7,244
+119
148
$325K 0.06%
+2,216
149
$318K 0.05%
3,640
+860
150
$315K 0.05%
7,896
4 5
6
7 8