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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.07%
9,000
152
$294K 0.07%
10,968
-209
153
$286K 0.07%
5,293
-27
154
$283K 0.07%
17,900
155
$282K 0.07%
2,231
+40
156
$281K 0.07%
12,885
157
$279K 0.07%
2,855
+259
158
$275K 0.07%
14,073
-534
159
$275K 0.07%
1,945
-15
160
$274K 0.07%
3,726
161
$272K 0.07%
7,143
162
$260K 0.06%
10,200
163
$260K 0.06%
+6,714
164
$260K 0.06%
2,516
165
$256K 0.06%
1,333
-335
166
$238K 0.06%
2,081
-479
167
$238K 0.06%
10,303
168
$238K 0.06%
3,335
169
$227K 0.05%
19,250
170
$226K 0.05%
2,225
+25
171
$226K 0.05%
4,484
+68
172
$222K 0.05%
9,988
173
$222K 0.05%
+7,403
174
$219K 0.05%
3,055
-20
175
$213K 0.05%
5,500
-4,003
5 6
7
8 9