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

Top Buys

1
+$14.8M
2
+$14M
3
+$2.44M
4
ORCL icon
Oracle
ORCL
+$2.03M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.08M

Top Sells

1
+$1.42M
2
+$1.17M
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
– –
-19,700
206
– –
-8,022
207
– –
-34,360
208
– –
-145,800
209
– –
-1,051
5 6 7 8
9