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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$266K 0.05%
+17,700
152
$264K 0.05%
3,377
153
$262K 0.05%
17,970
-29
154
$257K 0.04%
3,797
-1,169
155
$255K 0.04%
1,671
+187
156
$254K 0.04%
+8,300
157
$245K 0.04%
4,074
-55
158
$242K 0.04%
2,780
159
$222K 0.04%
+4,170
160
$221K 0.04%
13,850
-750
161
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+2,447
162
$220K 0.04%
2,820
163
$218K 0.04%
+1,364
164
$217K 0.04%
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165
$215K 0.04%
18,932
-3,329
166
$213K 0.04%
1,026
-41
167
$212K 0.04%
2,646
+47
168
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2,429
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169
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1,187
+22
170
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+23,620
171
$202K 0.04%
+8,825
172
$202K 0.04%
+8,054
173
$201K 0.04%
+4,298
174
$200K 0.03%
+7,246
175
$200K 0.03%
1,868
-195
4 5 6
7
8