GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$6.17M
3
+$2.42M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.21M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.09M

Top Sells

1
+$25.5M
2
+$15.1M
3
+$2.01M
4
PRME icon
Prime Medicine
PRME
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Financials 35.27%
2 Technology 24.74%
3 Healthcare 4.9%
4 Industrials 3.92%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.08%
1,386
-35
127
$740K 0.08%
14,150
-75
128
$737K 0.08%
6,161
-333
129
$737K 0.08%
4,114
-22
130
$734K 0.08%
19,154
+450
131
$731K 0.08%
15,972
-12,116
132
$717K 0.08%
6,021
-176
133
$717K 0.08%
6,764
+100
134
$699K 0.07%
6,924
+210
135
$695K 0.07%
3,582
-100
136
$690K 0.07%
4,168
-93
137
$686K 0.07%
2,298
-85
138
$682K 0.07%
13,129
-456
139
$657K 0.07%
22,305
-50
140
$621K 0.07%
5,520
+20
141
$609K 0.06%
15,898
+1,683
142
$598K 0.06%
10,412
+2,730
143
$589K 0.06%
3,741
-3
144
$571K 0.06%
1,839
145
$571K 0.06%
5,825
-779
146
$570K 0.06%
2,318
-39
147
$555K 0.06%
35,548
-60
148
$549K 0.06%
10,663
149
$535K 0.06%
+22,949
150
$526K 0.06%
6,298
+333
4 5
6
7 8