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
$755M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.5M
3
+$1.82M
4
F icon
Ford
F
+$1.79M
5
WOLF icon
Wolfspeed
WOLF
+$1.78M

Top Sells

1
+$68.3M
2
+$903K
3
+$736K
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$532K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$489K

Sector Composition

1 Financials 32.18%
2 Technology 21.39%
3 Healthcare 6.07%
4 Industrials 3.63%
5 Real Estate 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.04%
30,644
+2,431
202
$264K 0.04%
20,000
203
$264K 0.04%
3,400
204
$264K 0.04%
3,593
205
$252K 0.03%
40,080
-2,230
206
$252K 0.03%
+2,511
207
$231K 0.03%
482
-49
208
$227K 0.03%
5,732
-529
209
$224K 0.03%
703
+54
210
$224K 0.03%
4,852
+187
211
$220K 0.03%
+2,855
212
$216K 0.03%
10,650
213
$214K 0.03%
7,825
+1,202
214
$211K 0.03%
490
-42
215
$208K 0.03%
21,277
+8,378
216
$202K 0.03%
1,315
+7
217
$201K 0.03%
894
+15
218
$193K 0.03%
+11,163
219
$173K 0.02%
4,920
+320
220
$166K 0.02%
15,828
+61
221
$154K 0.02%
+19,440
222
$147K 0.02%
10,791
+93
223
$141K 0.02%
14,935
+3,142
224
$140K 0.02%
25,301
-100
225
$124K 0.02%
11,228
+247
7 8
9
10 11