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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$1.99M
3
+$1.44M
4
PIPR icon
Piper Sandler
PIPR
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$974K

Top Sells

1
+$88.7M
2
+$7.26M
3
+$3.34M
4
WOLF icon
Wolfspeed
WOLF
+$2.16M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$136K 0.01%
10,230
-1,430
202
$128K 0.01%
12,015
-11,751
203
$38K ﹤0.01%
713
+96
204
– –
-2,500
205
– –
-694
206
– –
-4,249
207
– –
-3,750
208
– –
-855
209
– –
-1,657
210
– –
-5,490
211
– –
-10,850
212
– –
-17,800
5 6 7 8
9