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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$572K 0.06%
5,642
152
$562K 0.06%
6,812
-2,749
153
$536K 0.06%
2,243
-83
154
$456K 0.05%
1,903
-18
155
$448K 0.05%
+3,727
156
$438K 0.05%
4,206
-1,002
157
$435K 0.05%
11,484
+250
158
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159
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1,108
+8
160
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549
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161
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3,168
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162
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163
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164
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6,185
165
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104,000
166
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167
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168
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169
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170
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171
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172
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173
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8,377
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174
$364K 0.04%
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175
$358K 0.04%
1,362
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