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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.71M
3
+$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1
+$1.42M
2
+$1.04M
3
+$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.05%
+2,042
177
$209K 0.05%
+2,809
178
$208K 0.05%
+1,685
179
$205K 0.05%
11,308
180
$201K 0.05%
3,665
-360
181
$197K 0.05%
10,013
-800
182
$196K 0.05%
5,000
183
$190K 0.05%
20,650
-400
184
$185K 0.04%
16,382
-230
185
$179K 0.04%
4,371
186
$160K 0.04%
24,125
187
$156K 0.04%
+11,000
188
$141K 0.03%
+10,290
189
$135K 0.03%
+11,055
190
$108K 0.03%
127
191
$92K 0.02%
+1,246
192
$91K 0.02%
2,400
193
$86K 0.02%
10,000
194
$82K 0.02%
+15,100
195
$75K 0.02%
+3,914
196
$57K 0.01%
+11,400
197
$42K 0.01%
51,113
-130
198
$39K 0.01%
3,793
199
$32K 0.01%
+750
200
$32K 0.01%
3,003
-250
5 6 7
8
9