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
$1.47B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.58M
3
+$5.27M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.82M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$2.44M

Top Sells

1
+$12.3M
2
+$10.8M
3
+$697K
4
MCH icon
Matthews China Active ETF
MCH
+$564K
5
FANG icon
Diamondback Energy
FANG
+$231K

Sector Composition

1 Financials 36.58%
2 Technology 28.98%
3 Healthcare 3.92%
4 Industrials 3.44%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$608K 0.04%
3,946
+234
152
$600K 0.04%
3,183
-121
153
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2,294
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154
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6,134
155
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6,957
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156
$578K 0.04%
22,045
157
$576K 0.04%
25,506
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158
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159
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160
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161
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162
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164
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165
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166
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167
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169
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170
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171
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172
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7,273
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173
$491K 0.03%
15,287
174
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6,115
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175
$464K 0.03%
5,240
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