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
$414M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$5.71M
3 +$2.27M
4
ORCL icon
Oracle
ORCL
+$2.08M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.1M

Top Sells

1 +$1.42M
2 +$1.04M
3 +$863K
4
AGN
Allergan plc
AGN
+$282K
5
KIM icon
Kimco Realty
KIM
+$206K

Sector Composition

1 Financials 20.7%
2 Technology 17.01%
3 Energy 12.41%
4 Real Estate 5.18%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$29K 0.01%
12,110
202
$13K ﹤0.01%
22,000
203
$8K ﹤0.01%
14,200
204
-7,150
205
-1,970
206
-8,022
207
-1,051
208
-34,360
209
-145,800