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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$244K 0.02%
940
-26
202
$240K 0.02%
1,308
+29
203
$240K 0.02%
+3,000
204
$238K 0.02%
649
-31
205
$238K 0.02%
+6,400
206
$237K 0.02%
+531
207
$236K 0.02%
7,217
-7,213
208
$235K 0.02%
532
-42
209
$232K 0.02%
10,650
-2,198
210
$232K 0.02%
+13,022
211
$225K 0.02%
+630
212
$222K 0.02%
1,488
+66
213
$220K 0.02%
3,525
+86
214
$219K 0.02%
+1,476
215
$218K 0.02%
370
+2
216
$218K 0.02%
4,665
-4
217
$217K 0.02%
25,401
+894
218
$216K 0.02%
1,156
-232
219
$214K 0.02%
1,346
220
$213K 0.02%
6,623
+899
221
$212K 0.02%
+471
222
$211K 0.02%
+5,168
223
$209K 0.02%
2,482
-1,240
224
$201K 0.02%
1,032
+23
225
$193K 0.02%
4,600
+1,080
7 8
9
10 11