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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$363K 0.05%
8,025
177
$361K 0.05%
2,816
178
$359K 0.05%
2,006
-110
179
$357K 0.05%
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-7
180
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7,939
181
$353K 0.05%
16,400
182
$352K 0.05%
15,950
183
$351K 0.05%
+7,619
184
$344K 0.05%
9,995
-510
185
$337K 0.04%
1,215
-72
186
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4,366
-35
187
$329K 0.04%
3,043
+314
188
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8,150
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189
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104,001
+1
190
$318K 0.04%
2,098
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191
$317K 0.04%
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-323
192
$316K 0.04%
5,118
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193
$314K 0.04%
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194
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3,292
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195
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15,138
196
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7,624
+1,224
197
$297K 0.04%
597
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198
$287K 0.04%
2,137
+100
199
$285K 0.04%
13,591
+569
200
$276K 0.04%
2,179
-298
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