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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$747K 0.08%
16,031
-9,700
127
$724K 0.08%
14,975
+5,655
128
$716K 0.08%
4,119
+45
129
$711K 0.08%
14,912
-4,235
130
$706K 0.08%
13,421
131
$695K 0.08%
6,888
-331
132
$681K 0.07%
6,289
+49
133
$680K 0.07%
2,019
+18
134
$672K 0.07%
3,743
-171
135
$666K 0.07%
1,459
-47
136
$666K 0.07%
14,799
-533
137
$664K 0.07%
22,605
+3,100
138
$662K 0.07%
7,465
+468
139
$655K 0.07%
5,954
+154
140
$636K 0.07%
13,406
-1,467
141
$631K 0.07%
18,179
-100
142
$624K 0.07%
2,366
+57
143
$614K 0.07%
518
-176
144
$608K 0.07%
7,086
-330
145
$605K 0.07%
15,730
-158
146
$597K 0.07%
1,890
147
$588K 0.06%
17,131
148
$581K 0.06%
13,515
-6,873
149
$576K 0.06%
6,531
-323
150
$573K 0.06%
228,407
+205,288
4 5
6
7 8