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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$777K 0.06%
19,057
+4,495
127
$765K 0.06%
1,776
+264
128
$757K 0.06%
6,311
-257
129
$751K 0.06%
507
130
$746K 0.06%
4,960
+1,992
131
$741K 0.06%
5,573
-144
132
$734K 0.06%
10,605
+3,613
133
$721K 0.06%
14,860
+10,040
134
$716K 0.06%
9,746
-288
135
$706K 0.06%
5,300
+2,360
136
$692K 0.06%
16,690
+1,200
137
$685K 0.06%
17,638
138
$678K 0.06%
2,500
+1,612
139
$660K 0.05%
34,806
-460
140
$659K 0.05%
4,012
+15
141
$651K 0.05%
3,846
+1,382
142
$638K 0.05%
+1,025
143
$631K 0.05%
11,219
144
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3,453
+352
145
$625K 0.05%
3,869
+1,488
146
$573K 0.05%
+1,276
147
$554K 0.05%
15,138
+20
148
$553K 0.05%
2,394
+41
149
$547K 0.05%
25,402
+400
150
$545K 0.05%
4,878
+2,975
4 5
6
7 8