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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$13.1M
3
+$5.85M
4
IBKR icon
Interactive Brokers
IBKR
+$3.76M
5
GBL
GAMCO Investors, Inc.
GBL
+$2.71M

Top Sells

1
+$10.1M
2
+$7.87M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.04%
2,945
-29,140
152
$228K 0.04%
167,521
153
$227K 0.04%
11,460
-7,850
154
$224K 0.04%
3,783
-132,904
155
$221K 0.03%
3,005
-117
156
$220K 0.03%
2,670
-135
157
$218K 0.03%
1,730
+20
158
$216K 0.03%
+8,035
159
$215K 0.03%
1,374
-192
160
$213K 0.03%
2,055
-59
161
$211K 0.03%
+6,426
162
$210K 0.03%
+1,996
163
$205K 0.03%
+7,375
164
$164K 0.03%
+13,177
165
$149K 0.02%
+3,815
166
$145K 0.02%
8,512
167
$139K 0.02%
+2,158
168
$138K 0.02%
11,826
169
$132K 0.02%
25,925
+2,500
170
$93K 0.01%
1,497
171
$68K 0.01%
20,850
-50
172
$60K 0.01%
+12,600
173
$35K 0.01%
1,618
+477
174
$18K ﹤0.01%
+14,200
175
$16K ﹤0.01%
12,560
5 6
7
8 9