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
$635M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$14.3M
3
+$4.59M
4
IBKR icon
Interactive Brokers
IBKR
+$3.7M
5
GBL
GAMCO Investors, Inc.
GBL
+$3.02M

Top Sells

1
+$10M
2
+$7.54M
3
+$2.81M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.29M
5
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.15M

Sector Composition

1 Technology 29.06%
2 Financials 21.31%
3 Industrials 3.92%
4 Real Estate 3.7%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K ﹤0.01%
2,070
-933
177
$13K ﹤0.01%
22,000
178
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179
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180
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181
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182
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-20,210
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-7,357
184
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185
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186
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187
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188
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190
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191
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193
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5 6 7
8
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