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
$938M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$11.5M
3
+$11.2M
4
ZETA icon
Zeta Global
ZETA
+$2.24M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.6M

Top Sells

1
+$2.82M
2
+$1.5M
3
+$1.42M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.16M
5
WBT
Welbilt, Inc.
WBT
+$1.1M

Sector Composition

1 Financials 46.22%
2 Technology 16.44%
3 Healthcare 4.79%
4 Industrials 2.83%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$526K 0.06%
2,326
+154
152
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1,890
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155
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156
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23,030
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157
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