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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$208K 0.05%
2,440
-10,227
152
$206K 0.05%
3,476
153
$204K 0.05%
+9,000
154
$195K 0.05%
22,050
-150
155
$191K 0.05%
131
-625
156
$181K 0.04%
2,895
+130
157
$181K 0.04%
4,540
-500
158
$167K 0.04%
11,308
-57,984
159
$155K 0.04%
60,865
+484
160
$148K 0.04%
3,253
161
$142K 0.03%
10,159
-7,972
162
$129K 0.03%
24,000
-239,700
163
$38K 0.01%
5,043
+1,725
164
$13K ﹤0.01%
+22,000
165
$12K ﹤0.01%
21,501
166
$5K ﹤0.01%
14,200
167
$3K ﹤0.01%
50
168
– –
-8,230
169
– –
-368
170
– –
-8,555
171
– –
-19,695
172
– –
-5,850
173
– –
-4,542
174
– –
-6,396
175
– –
-2,121
4 5 6
7
8