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
$523M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.33M
3
+$1.04M
4
TAN icon
Invesco Solar ETF
TAN
+$987K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$974K

Top Sells

1
+$12.1M
2
+$4.28M
3
+$3.38M
4
INTC icon
Intel
INTC
+$2.89M
5
CNC icon
Centene
CNC
+$2.54M

Sector Composition

1 Financials 35.48%
2 Technology 18.01%
3 Healthcare 6.22%
4 Industrials 3.9%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.05%
10,680
-3,720
152
$260K 0.05%
1,207
+60
153
$257K 0.05%
2,880
-252
154
$253K 0.05%
47,378
-14,569
155
$250K 0.05%
50,001
156
$245K 0.05%
+6,001
157
$241K 0.05%
1,427
-75
158
$237K 0.05%
+2,121
159
$237K 0.05%
4,701
-3,707
160
$235K 0.04%
+794
161
$235K 0.04%
2,980
-428
162
$234K 0.04%
+933
163
$232K 0.04%
3,280
-420
164
$232K 0.04%
3,860
+344
165
$228K 0.04%
23,483
-5,732
166
$222K 0.04%
+3,140
167
$217K 0.04%
+48,490
168
$217K 0.04%
+1,278
169
$215K 0.04%
14,096
-360
170
$208K 0.04%
+4,316
171
$208K 0.04%
9,554
-198
172
$206K 0.04%
1,460
-1,770
173
$202K 0.04%
+1,828
174
$201K 0.04%
53,914
175
$193K 0.04%
25,000
5 6
7
8 9