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
$408M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$1.22M
3
+$1.08M
4
ORCL icon
Oracle
ORCL
+$1.02M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$842K

Top Sells

1
+$9.1M
2
+$7.72M
3
+$6.55M
4
MRO
Marathon Oil Corporation
MRO
+$5.75M
5
NOV icon
NOV
NOV
+$4.87M

Sector Composition

1 Financials 22.45%
2 Technology 20.26%
3 Energy 13.79%
4 Real Estate 7.02%
5 Healthcare 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87K 0.02%
3,253
152
$78K 0.02%
56,159
-4,706
153
$35K 0.01%
5,043
154
$14K ﹤0.01%
22,000
155
$6K ﹤0.01%
11,350
-2,850
156
– –
-67,350
157
– –
-3,776
158
– –
-28,489
159
– –
-9,000
160
– –
-21,501
161
– –
-23,633
162
– –
-14,669
163
– –
-71,630
164
– –
-29,252
165
– –
-186,400
166
– –
-50
167
– –
-10,159
168
– –
-109,100
169
– –
-181,740
170
– –
-20,901
171
– –
-85,442
172
– –
-55,300
173
– –
-139,700
174
– –
-23,138
175
– –
-14,539
4 5 6
7
8