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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$510K 0.04%
50,001
127
$506K 0.04%
13,143
-1,685
128
$501K 0.04%
15,118
129
$496K 0.04%
3,563
+642
130
$487K 0.04%
2,739
-805
131
$486K 0.04%
5,490
-94
132
$482K 0.04%
7,918
133
$481K 0.04%
6,590
134
$475K 0.04%
42,836
135
$463K 0.04%
10,331
+762
136
$434K 0.04%
3,823
-50
137
$430K 0.04%
7,925
138
$428K 0.04%
5,869
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139
$426K 0.04%
19,587
-1,184
140
$371K 0.03%
2,500
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141
$364K 0.03%
5,005
-32
142
$361K 0.03%
2,139
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143
$360K 0.03%
4,608
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144
$353K 0.03%
6,054
-96
145
$343K 0.03%
14,727
146
$334K 0.03%
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147
$333K 0.03%
1,524
-111
148
$330K 0.03%
7,545
+101
149
$329K 0.03%
3,760
-20
150
$319K 0.03%
2,028
-561
4 5
6
7 8