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
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.78M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$885K
5
CWH icon
Camping World
CWH
+$824K

Top Sells

1
+$82.4M
2
+$6.62M
3
+$1.23M
4
CS
Credit Suisse Group
CS
+$1.1M
5
ALOG
Analogic Corp
ALOG
+$382K

Sector Composition

1 Technology 32.31%
2 Financials 24.72%
3 Industrials 4.56%
4 Real Estate 4.34%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K ﹤0.01%
12,560
177
$15K ﹤0.01%
22,000
178
– –
-7,375
179
– –
-2,158
180
– –
-3,005
181
– –
-1,374
182
– –
-1,996
183
– –
-6,426
184
– –
-2,944
185
– –
-1,497
186
– –
-8,035
187
– –
-14,200
188
– –
-13,177
189
– –
-2,070
190
– –
-3,985
191
– –
-3,264
4 5 6 7
8