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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.08%
5,840
-1,005
127
$401K 0.08%
24,750
128
$400K 0.08%
1,290
-55
129
$384K 0.07%
23,405
-11,650
130
$382K 0.07%
3,196
-9
131
$380K 0.07%
3,579
-9,250
132
$360K 0.07%
15,088
133
$352K 0.07%
4,769
+268
134
$344K 0.07%
7,918
135
$332K 0.06%
2,363
+421
136
$329K 0.06%
2,487
-4
137
$315K 0.06%
4,958
-50
138
$315K 0.06%
243
-5
139
$309K 0.06%
1,601
-27
140
$307K 0.06%
7,335
-7,656
141
$303K 0.06%
1,846
+137
142
$296K 0.06%
+5,146
143
$291K 0.06%
27,451
-21,799
144
$285K 0.05%
7,444
+83
145
$284K 0.05%
+4,260
146
$280K 0.05%
46,033
147
$276K 0.05%
14,727
148
$276K 0.05%
5,860
-1,683
149
$271K 0.05%
12,675
-5,130
150
$270K 0.05%
6,421
-1,138
4 5
6
7 8