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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$305K 0.06%
8,108
+1,101
152
$304K 0.06%
3,244
153
$297K 0.06%
8,706
+79
154
$294K 0.06%
1,566
155
$285K 0.06%
3,525
-200
156
$274K 0.06%
7,999
157
$274K 0.06%
50,001
158
$271K 0.05%
6,597
159
$270K 0.05%
+16,205
160
$263K 0.05%
3,920
+520
161
$256K 0.05%
8,684
-1,137
162
$254K 0.05%
17,316
-2,765
163
$252K 0.05%
4,188
164
$250K 0.05%
3,732
165
$247K 0.05%
2,762
-500
166
$244K 0.05%
+7,391
167
$243K 0.05%
31,197
-1,560
168
$234K 0.05%
1,565
-49
169
$230K 0.05%
1,558
-133
170
$226K 0.05%
700
-20
171
$223K 0.04%
+1,560
172
$221K 0.04%
684
-42
173
$215K 0.04%
+3,220
174
$213K 0.04%
+1,712
175
$212K 0.04%
+38,270
4 5 6
7
8