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
$1.51B
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.51M
3
+$865K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K
5
ANSS
Ansys
ANSS
+$312K

Top Sells

1
+$3.57M
2
+$2.49M
3
+$471K
4
XLS
EXELIS INC COM STK
XLS
+$427K
5
AAPL icon
Apple
AAPL
+$386K

Sector Composition

1 Technology 14.07%
2 Energy 13.79%
3 Financials 12.24%
4 Industrials 5.95%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.02%
+1,412
152
$225K 0.01%
4,334
+34
153
$218K 0.01%
3,260
-25
154
$212K 0.01%
9,950
155
$211K 0.01%
9,778
-320
156
$203K 0.01%
2,200
-200
157
$145K 0.01%
16,100
158
$141K 0.01%
815
+7
159
$131K 0.01%
+11,850
160
$104K 0.01%
3,525
161
$15K ﹤0.01%
50
162
$4K ﹤0.01%
12,000
-61,385
163
– –
-3,962
164
– –
-5,882
165
– –
-16,000
166
– –
-6,974
167
– –
-24,044
168
– –
-20,150
3 4 5 6
7