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
$565M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$5.19M
3
+$3.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.07M
5
SCHW icon
Charles Schwab
SCHW
+$1.64M

Top Sells

1
+$7.87M
2
+$2.93M
3
+$1.37M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$525K
5
AGR
Avangrid, Inc.
AGR
+$449K

Sector Composition

1 Materials 21.39%
2 Financials 17.41%
3 Technology 13.13%
4 Energy 10.35%
5 Real Estate 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$234K 0.04%
159
-206
177
$230K 0.04%
27,383
-37,900
178
$229K 0.04%
5,450
+1,079
179
$225K 0.04%
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180
$220K 0.04%
3,050
-5
181
$218K 0.04%
3,665
182
$218K 0.04%
1,685
183
$216K 0.04%
2,042
184
$216K 0.04%
2,809
185
$214K 0.04%
+2,170
186
$213K 0.04%
22,350
+1,700
187
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+6,496
188
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4,208
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189
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190
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+3,250
191
$201K 0.04%
+8,450
192
$199K 0.04%
15,165
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193
$192K 0.03%
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194
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24,125
195
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14,537
-1,845
196
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31,290
+19,890
197
$159K 0.03%
127
198
$154K 0.03%
10,355
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199
$152K 0.03%
11,000
200
$147K 0.03%
2,362
+1,116
5 6 7
8
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