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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$798K 0.08%
14,727
127
$789K 0.08%
20,930
-322
128
$769K 0.08%
1,696
-126
129
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59,654
-4,027
130
$750K 0.08%
3,498
+36
131
$749K 0.08%
55,002
132
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3,311
-117
133
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17,779
+1,750
134
$721K 0.07%
5,160
-140
135
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2,407
-145
136
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+17,500
137
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4,004
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138
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1,219
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139
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140
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24,751
141
$632K 0.06%
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142
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144
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145
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146
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25,000
147
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13,318
-6,782
148
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2,121
-80
149
$579K 0.06%
7,058
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150
$575K 0.06%
19,100
-4,035
4 5
6
7 8