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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$535K 0.04%
+2,219
152
$515K 0.04%
15,582
-765
153
$511K 0.04%
7,929
154
$510K 0.04%
5,928
+217
155
$501K 0.04%
3,933
+117
156
$498K 0.04%
6,632
+2,077
157
$496K 0.04%
9,425
+225
158
$492K 0.04%
6,305
159
$482K 0.04%
9,172
+2,472
160
$481K 0.04%
13,145
+1,307
161
$476K 0.04%
14,727
162
$471K 0.04%
25,000
163
$454K 0.04%
4,390
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164
$447K 0.04%
+16,500
165
$446K 0.04%
7,925
166
$445K 0.04%
+2,226
167
$438K 0.04%
38,700
-3,296
168
$435K 0.04%
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169
$432K 0.04%
5,097
-100
170
$432K 0.04%
2,202
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171
$422K 0.04%
12,356
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172
$420K 0.04%
6,542
+2,113
173
$414K 0.03%
1,294
+275
174
$407K 0.03%
+1,218
175
$404K 0.03%
+2,754
5 6
7
8 9