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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.03%
2,828
+544
152
$384K 0.03%
5,948
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153
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154
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155
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156
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157
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1,896
-1,690
158
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159
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160
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7,545
161
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162
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163
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164
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165
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166
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167
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169
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171
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172
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173
$277K 0.02%
6,001
174
$273K 0.02%
1,204
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175
$272K 0.02%
16,803
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5 6
7
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