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
$497M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$1.11M
3
+$959K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$495K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$404K

Top Sells

1
+$27.7M
2
+$23.7M
3
+$14.1M
4
MS icon
Morgan Stanley
MS
+$11.2M
5
AAPL icon
Apple
AAPL
+$5.17M

Sector Composition

1 Financials 26.95%
2 Technology 20%
3 Industrials 6.02%
4 Healthcare 4.92%
5 Real Estate 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.04%
+1,222
177
$206K 0.04%
+3,982
178
$204K 0.04%
+9,469
179
$201K 0.04%
517
180
$201K 0.04%
+672
181
$177K 0.04%
+13,017
182
$171K 0.03%
39,400
+13,100
183
$166K 0.03%
10,279
184
$162K 0.03%
+10,650
185
$77K 0.02%
+16,200
186
$76K 0.02%
412
+132
187
$67K 0.01%
27,557
+10,817
188
$47K 0.01%
+10,300
189
$46K 0.01%
11,400
-2,593
190
$9K ﹤0.01%
+54
191
– –
-905
192
– –
-892
193
– –
-262,866
194
– –
-661,980
195
– –
-322,083
196
– –
-30,400
197
– –
-73,223
198
– –
-1,217,538
199
– –
-10,560
4 5 6 7
8