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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$272K 0.02%
5,490
-3,052
202
$272K 0.02%
+5,860
203
$271K 0.02%
6,700
+45
204
$265K 0.02%
1,378
+139
205
$262K 0.02%
3,965
+652
206
$252K 0.02%
972
+21
207
$250K 0.02%
2,913
+759
208
$250K 0.02%
50,001
209
$248K 0.02%
433
-28
210
$245K 0.02%
5,047
-185
211
$234K 0.02%
44,660
+5,820
212
$234K 0.02%
+1,638
213
$232K 0.02%
+1,388
214
$229K 0.02%
+1,952
215
$228K 0.02%
634
-18
216
$226K 0.02%
3,439
-65
217
$224K 0.02%
+2,500
218
$221K 0.02%
6,579
-2
219
$221K 0.02%
2,042
-40
220
$221K 0.02%
16,332
+2,432
221
$220K 0.02%
6,071
+400
222
$220K 0.02%
1,099
-120
223
$214K 0.02%
22,901
+900
224
$212K 0.02%
341
-42
225
$210K 0.02%
+10,723
6 7 8
9
10