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
$1.47B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.58M
3
+$5.27M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.82M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$2.44M

Top Sells

1
+$12.3M
2
+$10.8M
3
+$697K
4
MCH icon
Matthews China Active ETF
MCH
+$564K
5
FANG icon
Diamondback Energy
FANG
+$231K

Sector Composition

1 Financials 36.58%
2 Technology 28.98%
3 Healthcare 3.92%
4 Industrials 3.44%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$453K 0.03%
7,939
177
$438K 0.03%
8,054
178
$432K 0.03%
235
-24
179
$427K 0.03%
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-38
180
$425K 0.03%
599
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181
$421K 0.03%
39,802
182
$412K 0.03%
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-57
183
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184
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1,210
-157
185
$382K 0.03%
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186
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2,786
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187
$371K 0.03%
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188
$369K 0.03%
3,836
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189
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254
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190
$356K 0.02%
9,499
+1,054
191
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192
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194
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195
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196
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531
197
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+2,983
198
$311K 0.02%
7,154
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199
$306K 0.02%
523
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200
$300K 0.02%
4,902
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