GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.45B
1-Year Est. Return 39.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$96.1M
3
+$68.2M
4
IBKR icon
Interactive Brokers
IBKR
+$52.7M
5
THM
International Tower Hill Mines
THM
+$25.5M

Top Sells

1
+$20.7M
2
+$16.1M
3
+$5.23M
4
SCHW icon
Charles Schwab
SCHW
+$4.7M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$3.96M

Sector Composition

1 Financials 45.25%
2 Technology 9.46%
3 Communication Services 7.24%
4 Materials 3.05%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
176
American Tower
AMT
$90.4B
$670K 0.03%
3,882
MTCH icon
177
Match Group
MTCH
$8.03B
$666K 0.03%
21,692
+1,003
XLV icon
178
State Street Health Care Select Sector SPDR ETF
XLV
$39.2B
$665K 0.03%
4,538
-36
CVX icon
179
Chevron
CVX
$373B
$650K 0.03%
3,139
+353
BV icon
180
BrightView Holdings
BV
$1.15B
$648K 0.03%
55,000
GRNY
181
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.37B
$646K 0.03%
+27,045
PEP icon
182
PepsiCo
PEP
$194B
$643K 0.03%
4,141
+21
PNR icon
183
Pentair
PNR
$11.8B
$634K 0.03%
7,276
+155
VT icon
184
Vanguard Total World Stock ETF
VT
$73B
$626K 0.03%
4,525
+240
PICK icon
185
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.04B
$616K 0.03%
10,891
-1,029
XLB icon
186
State Street Materials Select Sector SPDR ETF
XLB
$7.22B
$610K 0.02%
12,203
+4,937
KMB icon
187
Kimberly-Clark
KMB
$32.9B
$607K 0.02%
6,293
+3,996
RDVY icon
188
First Trust Rising Dividend Achievers ETF
RDVY
$22.4B
$607K 0.02%
8,891
+1
EFA icon
189
iShares MSCI EAFE ETF
EFA
$75.5B
$601K 0.02%
6,185
ADNT icon
190
Adient
ADNT
$1.73B
$594K 0.02%
29,412
-2,088
NOW icon
191
ServiceNow
NOW
$116B
$578K 0.02%
5,526
+52
EFAV icon
192
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
$555K 0.02%
6,076
+326
ROBO icon
193
ROBO Global Robotics & Automation Index ETF
ROBO
$1.88B
$543K 0.02%
7,939
IGF icon
194
iShares Global Infrastructure ETF
IGF
$10.5B
$540K 0.02%
8,054
VNQ icon
195
Vanguard Real Estate ETF
VNQ
$37.2B
$520K 0.02%
5,857
-176
AMGN icon
196
Amgen
AMGN
$189B
$514K 0.02%
1,460
-29
NFLX icon
197
Netflix
NFLX
$346B
$509K 0.02%
5,295
-94
BOTZ icon
198
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.54B
$505K 0.02%
15,187
SRLN icon
199
State Street Blackstone Senior Loan ETF
SRLN
$5.21B
$499K 0.02%
12,425
+244
ALL icon
200
Allstate
ALL
$56.9B
$495K 0.02%
2,389
+344
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