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
$1.17B
AUM Growth
-$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.73M
3
+$1.27M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$919K
5
IAC icon
IAC Inc
IAC
+$867K

Top Sells

1
+$82.9M
2
+$1.65M
3
+$1.46M
4
CARS icon
Cars.com
CARS
+$1.41M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.1M

Sector Composition

1 Financials 53.38%
2 Technology 15.02%
3 Healthcare 3.48%
4 Industrials 3.42%
5 Real Estate 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$321K 0.03%
3,062
+578
177
$301K 0.03%
1,381
178
$300K 0.03%
+1,019
179
$297K 0.03%
13,398
+340
180
$297K 0.03%
4,429
+1,904
181
$296K 0.03%
3,593
182
$281K 0.02%
41,384
-3,725
183
$281K 0.02%
4,610
184
$280K 0.02%
+7,565
185
$278K 0.02%
+4,237
186
$269K 0.02%
5,232
-176
187
$266K 0.02%
1,139
+69
188
$256K 0.02%
6,581
+2
189
$256K 0.02%
22,001
+300
190
$248K 0.02%
+4,655
191
$248K 0.02%
6,655
+800
192
$242K 0.02%
+4,240
193
$242K 0.02%
+383
194
$241K 0.02%
+1,012
195
$240K 0.02%
2,154
+208
196
$238K 0.02%
1,239
+140
197
$237K 0.02%
+652
198
$236K 0.02%
3,504
199
$232K 0.02%
+3,814
200
$232K 0.02%
+461
6 7
8
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