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
$598M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$71.6M
2
+$6.67M
3
+$2.7M
4
IBKR icon
Interactive Brokers
IBKR
+$1.81M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$621K

Top Sells

1
+$86.1M
2
+$84.7M
3
+$61M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$14.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.56M

Sector Composition

1 Technology 26.43%
2 Financials 19.73%
3 Industrials 4.49%
4 Real Estate 4.26%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.04%
24,000
152
$250K 0.04%
1,936
-344
153
$246K 0.04%
4,688
-2,792
154
$246K 0.04%
14,600
155
$241K 0.04%
1,615
156
$231K 0.04%
1,637
+50
157
$231K 0.04%
8,032
-790
158
$228K 0.04%
1,485
-138
159
$217K 0.04%
1,564
-63
160
$217K 0.04%
7,610
-1,988
161
$217K 0.04%
2,780
162
$214K 0.04%
+2,768
163
$207K 0.03%
+2,377
164
$201K 0.03%
1,700
165
$193K 0.03%
4,000
+753
166
$182K 0.03%
11,308
167
$170K 0.03%
7,143
168
$153K 0.03%
+3,873
169
$145K 0.02%
29,889
+67
170
$142K 0.02%
11,956
-420
171
$130K 0.02%
131
172
$129K 0.02%
3,842
173
$128K 0.02%
+1,620
174
$116K 0.02%
43,647
-1
175
$115K 0.02%
5,299
4 5 6
7
8