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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$474K 0.04%
2,154
+855
152
$463K 0.04%
7,925
153
$460K 0.04%
14,727
154
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+11,838
155
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2,968
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156
$433K 0.04%
2,464
+1,153
157
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5,197
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158
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159
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1,836
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160
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161
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7,287
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162
$392K 0.03%
2,381
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163
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25,000
164
$382K 0.03%
2,918
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165
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3,620
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166
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167
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4,254
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168
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169
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2,940
170
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171
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2,352
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172
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4,555
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173
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6,700
+2,722
174
$347K 0.03%
7,653
+108
175
$326K 0.03%
50,001
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