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
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.1M 0.05%
5,355
-80
127
$1.1M 0.05%
14,947
+7
128
$1.07M 0.05%
3,850
-210
129
$1.07M 0.05%
25,479
-1,089
130
$1.03M 0.05%
6,486
+42
131
$988K 0.05%
2,546
+29
132
$986K 0.05%
996
-2
133
$963K 0.05%
13,876
+1,218
134
$925K 0.04%
9,849
+5,028
135
$916K 0.04%
55,000
136
$905K 0.04%
6,760
+1,340
137
$883K 0.04%
3,997
+360
138
$843K 0.04%
17,018
139
$840K 0.04%
24,847
140
$834K 0.04%
8,490
+1,503
141
$819K 0.04%
15,048
-981
142
$819K 0.04%
19,318
+624
143
$807K 0.04%
12,970
144
$784K 0.04%
37,284
-1,144
145
$780K 0.04%
9,406
-1,031
146
$770K 0.04%
1,991
+15
147
$742K 0.04%
7,223
+102
148
$733K 0.04%
13,517
149
$733K 0.04%
3,228
+10
150
$713K 0.03%
104,811
4 5
6
7 8