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
$938M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$11.5M
3
+$11.2M
4
ZETA icon
Zeta Global
ZETA
+$2.24M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.6M

Top Sells

1
+$2.82M
2
+$1.5M
3
+$1.42M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.16M
5
WBT
Welbilt, Inc.
WBT
+$1.1M

Sector Composition

1 Financials 46.22%
2 Technology 16.44%
3 Healthcare 4.79%
4 Industrials 2.83%
5 Communication Services 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$354K 0.04%
9,695
-300
177
$346K 0.04%
6,185
178
$341K 0.04%
2,816
179
$339K 0.04%
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-500
180
$328K 0.04%
7,851
181
$328K 0.04%
7,939
182
$325K 0.03%
8,525
-125
183
$324K 0.03%
2,251
+21
184
$323K 0.03%
5,318
+200
185
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16,200
-200
186
$315K 0.03%
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187
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1,362
-104
188
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621
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189
$285K 0.03%
2,237
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190
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3,710
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191
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15,165
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192
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2,162
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193
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194
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6,639
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195
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7,736
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196
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1,412
-180
197
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2,212
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198
$248K 0.03%
8,444
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199
$246K 0.03%
3,454
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200
$245K 0.03%
+40,302
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