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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.52M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$764K
5
XCO
Exco Resources
XCO
+$605K

Top Sells

1
+$529M
2
+$4.43M
3
+$4.17M
4
PIPR icon
Piper Sandler
PIPR
+$4M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.49%
3 Financials 17.79%
4 Industrials 8.67%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.02%
+10,450
152
$223K 0.02%
+1,919
153
$222K 0.02%
+4,823
154
$220K 0.02%
+9,800
155
$219K 0.02%
4,300
156
$214K 0.02%
+6,974
157
$211K 0.02%
1,779
-150
158
$204K 0.02%
4,277
-141
159
$195K 0.02%
37,883
+5,183
160
$193K 0.02%
26,100
-1,050
161
$189K 0.02%
8,823
162
$174K 0.02%
5,589
+26
163
$146K 0.01%
3,525
164
$132K 0.01%
3,310
+500
165
$130K 0.01%
808
+85
166
$123K 0.01%
68,885
+23,810
167
$57K 0.01%
6,680
-1,100
168
$13K ﹤0.01%
50
169
– –
-24,277
170
– –
-4,675
171
– –
-71,600
3 4 5 6
7