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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$565K 0.07%
48,832
-10,822
152
$542K 0.07%
18,279
+500
153
$538K 0.07%
2,178
-30
154
$537K 0.07%
1,129
+101
155
$522K 0.07%
+3,237
156
$517K 0.07%
3,571
-184
157
$514K 0.07%
1,874
-533
158
$513K 0.07%
24,230
159
$491K 0.07%
7,951
-21
160
$489K 0.06%
12,330
+368
161
$480K 0.06%
4,712
+2,636
162
$479K 0.06%
11,934
-1,384
163
$465K 0.06%
8,380
-881
164
$461K 0.06%
14,727
165
$460K 0.06%
2,155
+34
166
$456K 0.06%
2,172
-46
167
$456K 0.06%
19,500
+2,000
168
$419K 0.06%
8,504
-569
169
$406K 0.05%
4,964
-161
170
$398K 0.05%
18,613
+29
171
$387K 0.05%
6,185
-120
172
$385K 0.05%
2,848
-33
173
$383K 0.05%
8,650
+50
174
$368K 0.05%
2,230
175
$367K 0.05%
7,851
+119
5 6
7
8 9