GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
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
+$10M
2
+$4.79M
3
+$3.53M
4
WOLF icon
Wolfspeed
WOLF
+$2.33M
5
F icon
Ford
F
+$2.21M

Top Sells

1
+$73.8M
2
+$913K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$588K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$526K

Sector Composition

1 Financials 32.19%
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
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1,466
-7
180
$357K 0.05%
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
$329K 0.04%
3,043
+314
187
$329K 0.04%
4,366
-35
188
$320K 0.04%
8,150
+73
189
$320K 0.04%
104,001
+1
190
$318K 0.04%
2,098
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191
$317K 0.04%
3,528
-323
192
$316K 0.04%
5,118
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193
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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%
1,791
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198
$287K 0.04%
2,137
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199
$285K 0.04%
13,591
+569
200
$276K 0.04%
2,179
-298
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