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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$674K 0.05%
17,542
+4,399
127
$666K 0.05%
6,579
-17
128
$650K 0.05%
+10,174
129
$631K 0.05%
3,945
+148
130
$611K 0.05%
1,537
+26
131
$591K 0.05%
+18,566
132
$586K 0.05%
10,331
133
$553K 0.04%
+10,821
134
$548K 0.04%
1,051
+77
135
$531K 0.04%
5,659
-210
136
$514K 0.04%
23,752
+4,165
137
$513K 0.04%
3,790
+227
138
$504K 0.04%
7,929
+11
139
$501K 0.04%
15,118
140
$478K 0.04%
6,305
-285
141
$477K 0.04%
+14,442
142
$469K 0.04%
42,108
-728
143
$445K 0.04%
3,816
-7
144
$442K 0.04%
7,925
145
$432K 0.03%
+4,870
146
$426K 0.03%
5,072
+67
147
$423K 0.03%
+10,050
148
$411K 0.03%
1,348
+399
149
$411K 0.03%
14,727
150
$393K 0.03%
3,820
+60
4 5
6
7 8