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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$571M
2
+$25.5M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1
+$62.4M
2
+$27M
3
+$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$316K 0.03%
17,800
-1,651
152
$313K 0.03%
1,727
-159
153
$308K 0.03%
+2,284
154
$292K 0.03%
1,254
+71
155
$288K 0.03%
45,332
+238
156
$284K 0.02%
3,679
-561
157
$283K 0.02%
6,001
158
$283K 0.02%
1,360
-18
159
$277K 0.02%
3,025
+75
160
$275K 0.02%
1,509
-85
161
$273K 0.02%
1,314
+127
162
$273K 0.02%
5,010
163
$272K 0.02%
3,100
164
$270K 0.02%
4,479
-122
165
$263K 0.02%
11,810
+210
166
$260K 0.02%
10,140
-1,140
167
$260K 0.02%
3,593
+400
168
$252K 0.02%
949
-1
169
$252K 0.02%
+13,421
170
$248K 0.02%
694
-79
171
$234K 0.02%
1,657
+5
172
$225K 0.02%
23,766
+295
173
$224K 0.02%
+6,595
174
$224K 0.02%
13,334
+19
175
$222K 0.02%
+3,750
5 6
7
8 9