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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$352K 0.04%
8,525
177
$341K 0.04%
+4,024
178
$331K 0.04%
3,810
179
$328K 0.04%
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180
$322K 0.04%
30,740
-4,746
181
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182
$317K 0.03%
9,063
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183
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2,237
184
$312K 0.03%
15,165
185
$311K 0.03%
3,710
186
$300K 0.03%
2,212
187
$298K 0.03%
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188
$293K 0.03%
1,412
189
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4,019
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190
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191
$280K 0.03%
2,795
192
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193
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194
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915
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195
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196
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197
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22,821
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198
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5,323
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199
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200
$244K 0.03%
5,415
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