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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.09%
11,449
-111
127
$458K 0.09%
2,233
+22
128
$446K 0.09%
5,141
-139
129
$444K 0.09%
26,135
+844
130
$439K 0.09%
5,951
+1,062
131
$436K 0.09%
3,926
+294
132
$434K 0.09%
27,540
-3,688
133
$430K 0.09%
3,713
+786
134
$427K 0.09%
7,949
135
$423K 0.09%
33,000
136
$414K 0.08%
1,279
-3
137
$404K 0.08%
+1,365
138
$397K 0.08%
2,228
+6
139
$390K 0.08%
24,750
140
$387K 0.08%
7,560
-475
141
$384K 0.08%
5,910
-53
142
$377K 0.08%
14,727
143
$374K 0.08%
12,135
144
$361K 0.07%
249
145
$353K 0.07%
7,361
+117
146
$348K 0.07%
2,388
+46
147
$337K 0.07%
2,469
-226
148
$332K 0.07%
7,896
149
$330K 0.07%
15,072
150
$311K 0.06%
26,462
+672
4 5
6
7 8