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
$1.47B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$5.58M
3
+$5.27M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.82M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$2.44M

Top Sells

1
+$12.3M
2
+$10.8M
3
+$697K
4
MCH icon
Matthews China Active ETF
MCH
+$564K
5
FANG icon
Diamondback Energy
FANG
+$231K

Sector Composition

1 Financials 36.58%
2 Technology 28.98%
3 Healthcare 3.92%
4 Industrials 3.44%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$295K 0.02%
76,341
202
$294K 0.02%
529
-10
203
$291K 0.02%
2,047
204
$288K 0.02%
24,791
+2,779
205
$282K 0.02%
1,038
206
$281K 0.02%
11,924
207
$280K 0.02%
1,242
-10
208
$275K 0.02%
3,718
209
$273K 0.02%
28,114
210
$270K 0.02%
3,757
-448
211
$262K 0.02%
7,871
+174
212
$259K 0.02%
958
213
$255K 0.02%
3,169
-93
214
$252K 0.02%
1,533
+78
215
$250K 0.02%
283
-62
216
$249K 0.02%
5,367
217
$240K 0.02%
1,161
-24
218
$238K 0.02%
4,694
219
$235K 0.02%
1,140
-132
220
$227K 0.02%
2,470
221
$227K 0.02%
+685
222
$226K 0.02%
5,379
223
$225K 0.02%
2,141
-440
224
$224K 0.02%
+4,330
225
$224K 0.02%
+537
7 8
9
10 11