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

Top Buys

1
+$7.53M
2
+$2.38M
3
+$1.95M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
5
IBKR icon
Interactive Brokers
IBKR
+$1.32M

Top Sells

1
+$9.65M
2
+$9.06M
3
+$8.05M
4
NDAQ icon
Nasdaq
NDAQ
+$4.81M
5
RF icon
Regions Financial
RF
+$4.41M

Sector Composition

1 Energy 13.01%
2 Technology 11.59%
3 Financials 11.35%
4 Healthcare 5.42%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$187K 0.01%
3,525
152
$184K 0.01%
+32,700
153
$159K 0.01%
8,823
-570
154
$157K 0.01%
5,563
+12
155
$130K 0.01%
2,810
+250
156
$121K 0.01%
723
+32
157
$99K 0.01%
45,075
+200
158
$65K ﹤0.01%
7,780
-50
159
$12K ﹤0.01%
50
160
– –
-16,415
161
– –
0
162
– –
-15,078
3 4 5 6
7