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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$269K 0.02%
5,408
+540
177
$261K 0.02%
+5,219
178
$260K 0.02%
2,484
-106
179
$253K 0.02%
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180
$248K 0.02%
17,784
+4,363
181
$242K 0.02%
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182
$240K 0.02%
1,360
+46
183
$227K 0.02%
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184
$221K 0.02%
3,504
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185
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1,946
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186
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1,986
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187
$211K 0.02%
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188
$210K 0.02%
+2,880
189
$208K 0.02%
+1,099
190
$207K 0.02%
+5,855
191
$206K 0.02%
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192
$205K 0.02%
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193
$204K 0.02%
+2,188
194
$203K 0.02%
38,440
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195
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+5,771
196
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11,840
-1,494
197
$179K 0.01%
10,834
-300
198
$165K 0.01%
2,525
+370
199
$156K 0.01%
464
+56
200
$137K 0.01%
11,390
5 6 7
8
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