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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$750K 0.1%
27,815
-155
127
$745K 0.1%
15,330
+660
128
$742K 0.1%
9,994
+984
129
$738K 0.1%
4,158
+154
130
$736K 0.1%
2,269
+88
131
$730K 0.1%
14,678
132
$728K 0.1%
1,989
+86
133
$723K 0.1%
7,929
+871
134
$720K 0.1%
11,414
135
$715K 0.09%
1,492
+273
136
$695K 0.09%
6,380
-860
137
$682K 0.09%
21,184
+254
138
$674K 0.09%
14,727
139
$670K 0.09%
3,671
+173
140
$660K 0.09%
55,002
141
$649K 0.09%
+9,253
142
$642K 0.09%
6,684
-261
143
$616K 0.08%
1,626
-70
144
$586K 0.08%
5,360
+200
145
$586K 0.08%
19,413
-1,033
146
$586K 0.08%
24,751
147
$577K 0.08%
25,000
148
$572K 0.08%
19,250
+150
149
$571K 0.08%
17,359
150
$570K 0.08%
5,605
+50
4 5
6
7 8