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
$573M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$679K
3
+$553K
4
BBWI icon
Bath & Body Works
BBWI
+$427K
5
CWH icon
Camping World
CWH
+$394K

Top Sells

1
+$739K
2
+$592K
3
+$575K
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$570K
5
IBM icon
IBM
IBM
+$416K

Sector Composition

1 Technology 32.22%
2 Financials 23.53%
3 Industrials 5.01%
4 Healthcare 4.19%
5 Real Estate 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$193K 0.03%
36,026
+12,100
177
$190K 0.03%
8,512
178
$154K 0.03%
216,621
+1,100
179
$120K 0.02%
3,861
+27
180
$112K 0.02%
15,500
+2,300
181
$110K 0.02%
+3,084
182
$64K 0.01%
+1,019
183
$56K 0.01%
20,850
184
$55K 0.01%
+13,837
185
$53K 0.01%
1,642
-3,761
186
$50K 0.01%
+56
187
$19K ﹤0.01%
12,560
188
– –
-3,106
189
– –
-7,144
190
– –
-45,295
191
– –
-1,735
192
– –
-12,370
193
– –
-30,245
194
– –
-11,251
195
– –
-12,099
196
– –
-22,000
197
– –
-1,770
198
– –
-3,784
4 5 6 7
8