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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$694K 0.06%
17,638
+96
127
$693K 0.06%
5,133
+1,343
128
$680K 0.06%
35,266
-5,019
129
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3,997
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130
$658K 0.06%
14,562
+4,512
131
$650K 0.06%
1,512
-25
132
$650K 0.06%
1,230
+179
133
$645K 0.06%
+3,101
134
$632K 0.05%
+6,992
135
$620K 0.05%
11,219
+888
136
$587K 0.05%
4,800
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137
$563K 0.05%
16,347
-2,219
138
$541K 0.05%
8,542
-1,632
139
$540K 0.05%
22,998
-70,163
140
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2,353
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141
$540K 0.05%
25,002
+1,250
142
$528K 0.05%
15,118
143
$517K 0.04%
7,929
144
$504K 0.04%
14,427
-15
145
$497K 0.04%
6,305
146
$494K 0.04%
+9,200
147
$491K 0.04%
1,540
+192
148
$487K 0.04%
+5,711
149
$484K 0.04%
41,996
-112
150
$481K 0.04%
3,816
4 5
6
7 8