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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.05%
7,662
-87
152
$239K 0.04%
+4,129
153
$238K 0.04%
14,600
154
$236K 0.04%
22,261
+2,950
155
$231K 0.04%
2,780
+110
156
$227K 0.04%
2,063
+8
157
$221K 0.04%
2,820
-125
158
$212K 0.04%
+1,770
159
$208K 0.04%
+1,067
160
$207K 0.04%
+1,563
161
$207K 0.04%
3,784
+1
162
$206K 0.04%
1,735
+5
163
$205K 0.04%
+2,599
164
$202K 0.04%
+2,418
165
$201K 0.04%
+1,484
166
$201K 0.04%
+1,165
167
$190K 0.03%
12,370
+910
168
$178K 0.03%
8,512
169
$168K 0.03%
215,521
+48,000
170
$156K 0.03%
23,926
-1,999
171
$138K 0.02%
5,403
+3,785
172
$127K 0.02%
3,834
+19
173
$126K 0.02%
11,251
-575
174
$85K 0.02%
13,200
+600
175
$71K 0.01%
20,850
4 5 6
7
8