GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$13.9M
3
+$10.9M
4
IBKR icon
Interactive Brokers
IBKR
+$4.32M
5
PYPL icon
PayPal
PYPL
+$3.24M

Top Sells

1
+$22.1M
2
+$11M
3
+$10.1M
4
EBAY icon
eBay
EBAY
+$9.53M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.26M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-14,650
177
– –
-75,002
178
– –
-7,732
179
– –
-3,238
180
– –
-1,334
181
– –
-2,100
182
– –
-23,600
183
– –
-10,734
184
– –
-116,666
185
– –
-4,802
4 5 6 7
8