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
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$522K 0.03%
3,874
-151
177
$502K 0.02%
1,412
+138
178
$496K 0.02%
15,187
179
$490K 0.02%
21,765
+2,591
180
$478K 0.02%
3,853
+17
181
$477K 0.02%
8,054
182
$475K 0.02%
7,939
183
$461K 0.02%
5,069
-203
184
$459K 0.02%
8,445
185
$445K 0.02%
4,847
-850
186
$443K 0.02%
1,481
+37
187
$442K 0.02%
2,897
-263
188
$442K 0.02%
4,380
+264
189
$437K 0.02%
2,172
+217
190
$432K 0.02%
3,776
-2,636
191
$428K 0.02%
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-5
192
$415K 0.02%
3,681
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193
$407K 0.02%
208
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194
$406K 0.02%
956
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195
$380K 0.02%
2,654
-64
196
$368K 0.02%
2,902
+416
197
$366K 0.02%
5,849
+127
198
$360K 0.02%
28,513
199
$355K 0.02%
+10,875
200
$351K 0.02%
392
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