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
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.55M
3
+$576K
4
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
+$518K
5
SVU
SUPERVALU Inc.
SVU
+$443K

Top Sells

1
+$27.4M
2
+$3.78M
3
+$2.61M
4
PYPL icon
PayPal
PYPL
+$2.18M
5
IAC icon
IAC Inc
IAC
+$1.12M

Sector Composition

1 Technology 28.7%
2 Financials 16.72%
3 Industrials 4.63%
4 Real Estate 3.98%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$285K 0.05%
+4,553
152
$270K 0.05%
1,566
+5
153
$270K 0.05%
1,744
-75
154
$268K 0.04%
2,223
+292
155
$265K 0.04%
18,499
156
$263K 0.04%
7,841
-31
157
$257K 0.04%
4,366
+523
158
$252K 0.04%
4,320
-1,140
159
$240K 0.04%
2,805
160
$238K 0.04%
3,122
+139
161
$237K 0.04%
14,600
162
$224K 0.04%
+6,816
163
$221K 0.04%
+2,114
164
$218K 0.04%
+10,432
165
$218K 0.04%
1,493
-64
166
$215K 0.04%
1,796
-226
167
$213K 0.04%
4,060
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168
$213K 0.04%
2,549
+102
169
$211K 0.04%
1,710
170
$210K 0.04%
24,000
171
$208K 0.03%
+3,863
172
$204K 0.03%
+1,078
173
$204K 0.03%
+8,115
174
$201K 0.03%
+1,223
175
$201K 0.03%
3,738
+96
4 5 6
7
8