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
$468M
AUM Growth
-$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$18.5M
3 +$9.48M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$7.89M
5
CBOE icon
Cboe Global Markets
CBOE
+$6.29M

Top Sells

1 +$1.17M
2 +$931K
3 +$875K
4
VIRT icon
Virtu Financial
VIRT
+$657K
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$597K

Sector Composition

1 Financials 38.4%
2 Technology 18.21%
3 Healthcare 6.56%
4 Industrials 4.38%
5 Real Estate 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,951
202
-3,713
203
-12,814
204
-16,976
205
-1,712
206
-1,565
207
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