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
$502M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.7M
3
+$5.06M
4
CVS icon
CVS Health
CVS
+$1.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$942K

Top Sells

1
+$5.59M
2
+$4.18M
3
+$1.09M
4
AMT icon
American Tower
AMT
+$841K
5
VMO icon
Invesco Municipal Opportunity Trust
VMO
+$808K

Sector Composition

1 Technology 29.21%
2 Financials 28.1%
3 Industrials 4.64%
4 Healthcare 4.57%
5 Real Estate 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$262K 0.05%
4,010
152
$256K 0.05%
7,876
+2,700
153
$248K 0.05%
14,825
+6,000
154
$247K 0.05%
+9,720
155
$247K 0.05%
+2,691
156
$247K 0.05%
2,702
-1,968
157
$242K 0.05%
13,035
158
$241K 0.05%
1,900
+229
159
$240K 0.05%
8,382
+82
160
$240K 0.05%
29,400
+10,468
161
$226K 0.05%
45,426
+9,400
162
$222K 0.04%
2,820
163
$221K 0.04%
7,175
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164
$218K 0.04%
2,447
165
$217K 0.04%
2,780
166
$217K 0.04%
+4,436
167
$213K 0.04%
+1,954
168
$213K 0.04%
18,800
+1,100
169
$211K 0.04%
+44,610
170
$209K 0.04%
2,216
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171
$198K 0.04%
23,980
+360
172
$177K 0.04%
8,512
173
$148K 0.03%
+10,868
174
$121K 0.02%
4,291
+430
175
$117K 0.02%
+2,974
5 6
7
8 9