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
$1.48B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.15M
3
+$1.03M
4
BGX
Blackstone Long-Short Credit Income Fund
BGX
+$985K
5
JYF
WISDOMTREE DREYFUS JAPANESE YEN FUND
JYF
+$765K

Top Sells

1
+$1.82M
2
+$1.12M
3
+$317K
4
QCOM icon
Qualcomm
QCOM
+$246K
5
CHK
Chesapeake Energy Corporation
CHK
+$198K

Sector Composition

1 Technology 14.7%
2 Financials 12.77%
3 Energy 12.16%
4 Healthcare 5.97%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$309K 0.02%
2,899
+34
152
$283K 0.02%
5,532
-110
153
$282K 0.02%
4,675
154
$267K 0.02%
+18,300
155
$266K 0.02%
9,983
156
$262K 0.02%
2,251
+222
157
$255K 0.02%
17,273
+200
158
$255K 0.02%
+10,734
159
$239K 0.02%
+3,153
160
$226K 0.02%
9,900
-50
161
$224K 0.02%
2,200
162
$220K 0.01%
4,673
-32
163
$212K 0.01%
9,778
164
$207K 0.01%
4,334
165
$207K 0.01%
23,059
-816
166
$204K 0.01%
+1,474
167
$194K 0.01%
18,450
+6,600
168
$133K 0.01%
16,100
169
$126K 0.01%
820
+5
170
$93K 0.01%
3,525
171
$11K ﹤0.01%
50
172
$1K ﹤0.01%
12,000
173
– –
-36,322
3 4 5 6
7