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
$581M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.9M
3
+$678K
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$556K
5
SJM icon
J.M. Smucker
SJM
+$518K

Top Sells

1
+$28.3M
2
+$10.9M
3
+$6.76M
4
AABA
Altaba Inc
AABA
+$6.43M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$4.82M

Sector Composition

1 Technology 28.47%
2 Financials 18.5%
3 Industrials 4.49%
4 Real Estate 3.99%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$265K 0.05%
7,872
-160
152
$263K 0.05%
5,460
+160
153
$245K 0.04%
1,561
+76
154
$245K 0.04%
14,600
155
$227K 0.04%
1,931
-5
156
$227K 0.04%
24,000
157
$227K 0.04%
2,805
+25
158
$225K 0.04%
+2,022
159
$222K 0.04%
+3,642
160
$220K 0.04%
2,983
+215
161
$218K 0.04%
+3,843
162
$216K 0.04%
1,557
-80
163
$208K 0.04%
1,710
+10
164
$201K 0.03%
4,140
-139,240
165
$201K 0.03%
+6,790
166
$201K 0.03%
+2,447
167
$194K 0.03%
22,664
-5,616
168
$156K 0.03%
11,308
169
$151K 0.03%
28,089
-1,800
170
$143K 0.02%
11,956
171
$140K 0.02%
7,143
172
$131K 0.02%
+10,879
173
$130K 0.02%
1,611
-9
174
$125K 0.02%
5,299
175
$116K 0.02%
2,095
+2
4 5 6
7
8