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
$1.4B
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$2.38M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
IBKR icon
Interactive Brokers
IBKR
+$1.45M

Top Sells

1
+$9.49M
2
+$9.26M
3
+$8.09M
4
NDAQ icon
Nasdaq
NDAQ
+$4.82M
5
RF icon
Regions Financial
RF
+$4.17M

Sector Composition

1 Energy 13.01%
2 Financials 11.73%
3 Technology 11.6%
4 Healthcare 5.42%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$201K 0.01%
+4,418
152
$187K 0.01%
3,525
153
$184K 0.01%
+32,700
154
$159K 0.01%
5,882
-380
155
$157K 0.01%
5,563
+12
156
$130K 0.01%
2,810
+250
157
$121K 0.01%
723
+32
158
$99K 0.01%
45,075
+200
159
$65K ﹤0.01%
7,780
-50
160
$12K ﹤0.01%
50
161
– –
-15,078
162
– –
-16,415
163
– –
0
3 4 5 6
7