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

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$240K 0.02%
6,200
152
$225K 0.02%
+10,450
153
$223K 0.02%
+1,919
154
$222K 0.02%
+4,823
155
$220K 0.02%
+9,800
156
$219K 0.02%
4,300
157
$214K 0.02%
+6,974
158
$211K 0.02%
1,779
-150
159
$204K 0.02%
4,277
-141
160
$195K 0.02%
37,883
+5,183
161
$193K 0.02%
26,100
-1,050
162
$189K 0.02%
5,882
163
$174K 0.02%
5,589
+26
164
$146K 0.01%
3,525
165
$132K 0.01%
3,310
+500
166
$130K 0.01%
808
+85
167
$123K 0.01%
68,885
+23,810
168
$57K 0.01%
6,680
-1,100
169
$13K ﹤0.01%
50
170
– –
-24,277
171
– –
-4,675
172
– –
-71,600
3 4 5 6
7