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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$402K 0.03%
7,188
+2,948
177
$396K 0.03%
2,061
+680
178
$376K 0.03%
1,901
-24
179
$375K 0.03%
11,265
-175
180
$357K 0.03%
2,382
+30
181
$354K 0.03%
3,493
+431
182
$351K 0.03%
7,653
183
$350K 0.03%
8,519
+954
184
$347K 0.03%
+513
185
$343K 0.03%
2,591
-135
186
$336K 0.03%
4,959
+722
187
$328K 0.03%
1,471
+332
188
$326K 0.03%
1,531
+696
189
$317K 0.03%
104,000
+53,000
190
$315K 0.03%
6,374
-913
191
$309K 0.03%
2,800
-118
192
$298K 0.02%
13,498
+100
193
$294K 0.02%
+12,650
194
$293K 0.02%
41,583
+199
195
$291K 0.02%
+2,289
196
$291K 0.02%
4,610
197
$290K 0.02%
+4,848
198
$289K 0.02%
4,260
+446
199
$284K 0.02%
3,593
200
$274K 0.02%
1,014
+2
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8
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