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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K 0.06%
10,441
-828
152
$317K 0.06%
+6,971
153
$316K 0.06%
7,844
+1,130
154
$313K 0.06%
26,650
-3,650
155
$303K 0.05%
17,900
156
$302K 0.05%
10,374
-594
157
$300K 0.05%
1,508
+175
158
$295K 0.05%
2,494
159
$288K 0.05%
10,303
160
$283K 0.05%
3,043
+188
161
$279K 0.05%
2,174
+93
162
$273K 0.05%
2,163
-468
163
$270K 0.05%
13,043
-1,030
164
$269K 0.05%
+5,892
165
$268K 0.05%
7,143
166
$264K 0.05%
1,926
-19
167
$261K 0.05%
2,550
+34
168
$259K 0.05%
8,368
+965
169
$251K 0.04%
+8,280
170
$250K 0.04%
+5,490
171
$247K 0.04%
12,885
172
$244K 0.04%
19,250
173
$243K 0.04%
9,988
174
$242K 0.04%
11,308
175
$236K 0.04%
5,500
5 6
7
8 9