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
$1.51B
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$3.64M
2 +$2.76M
3 +$1.92M
4
IBKR icon
Interactive Brokers
IBKR
+$1.76M
5
RIG icon
Transocean
RIG
+$1.55M

Sector Composition

1 Technology 15.5%
2 Financials 13.33%
3 Energy 10.55%
4 Healthcare 6.08%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,983
177
-9,900
178
-235,300
179
-14,618
180
-16,100