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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$573K 0.06%
1,028
152
$567K 0.06%
4,132
-29
153
$560K 0.06%
11,962
-2,502
154
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2,208
-54
155
$534K 0.05%
5,125
+132
156
$519K 0.05%
18,584
+7,885
157
$515K 0.05%
24,230
-1,372
158
$512K 0.05%
14,727
159
$505K 0.05%
2,218
+12
160
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28,927
-5,879
161
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1,296
+60
162
$484K 0.05%
2,331
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163
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104,000
164
$474K 0.05%
2,230
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165
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166
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167
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170
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171
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15,138
172
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5,021
173
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1,287
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174
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8,025
-1,400
175
$423K 0.04%
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