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
$1.15B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$571M
2 +$25.5M
3 +$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$771K

Top Sells

1 +$62.4M
2 +$27M
3 +$3.87M
4
TT icon
Trane Technologies
TT
+$1.98M
5
FAST icon
Fastenal
FAST
+$667K

Sector Composition

1 Financials 62.31%
2 Technology 10.45%
3 Healthcare 2.9%
4 Industrials 2.4%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-539,889