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
$909M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$2.55M
3
+$2.3M
4
DOW icon
Dow Inc
DOW
+$2.21M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Top Sells

1
+$113M
2
+$10.2M
3
+$7.58M
4
ZETA icon
Zeta Global
ZETA
+$4.9M
5
TT icon
Trane Technologies
TT
+$3.47M

Sector Composition

1 Financials 42.58%
2 Technology 18.3%
3 Healthcare 5.42%
4 Industrials 3.53%
5 Real Estate 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$243K 0.03%
+2,825
202
$237K 0.03%
430
203
$236K 0.03%
6,636
-1,100
204
$234K 0.03%
543
-22
205
$229K 0.03%
421
-200
206
$222K 0.02%
+3,491
207
$221K 0.02%
+455
208
$216K 0.02%
5,665
-4,030
209
$215K 0.02%
+1,747
210
$210K 0.02%
+982
211
$206K 0.02%
+7,785
212
$206K 0.02%
+4,791
213
$205K 0.02%
+1,242
214
$201K 0.02%
817
-100
215
$201K 0.02%
10,000
-6,200
216
$200K 0.02%
+1,600
217
$185K 0.02%
20,000
218
$169K 0.02%
34,001
+8,700
219
$164K 0.02%
32,955
+1,155
220
$160K 0.02%
+2,500
221
$117K 0.01%
16,524
+97
222
$114K 0.01%
4,040
-600
223
$114K 0.01%
13,913
+2,574
224
$101K 0.01%
3,901
-3,895
225
$76K 0.01%
50,000
7 8
9
10 11