GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$739M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$111M
3
+$42.4M
4
COIN icon
Coinbase
COIN
+$23.4M
5
PIPR icon
Piper Sandler
PIPR
+$20.9M

Top Sells

1
+$2.68M
2
+$2.45M
3
+$2.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.96M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.75M

Sector Composition

1 Financials 39.32%
2 Technology 23.69%
3 Materials 6.62%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.02%
436
-67
202
$343K 0.02%
22,046
+1
203
$343K 0.02%
1,229
+2
204
$342K 0.02%
2,521
+175
205
$332K 0.02%
1,040
+2
206
$331K 0.02%
+4,800
207
$329K 0.02%
9,215
-201
208
$328K 0.02%
8,777
-3,095
209
$323K 0.02%
6,991
210
$318K 0.02%
4,115
+250
211
$315K 0.02%
2,071
-158
212
$308K 0.01%
862
+2
213
$307K 0.01%
+5,244
214
$307K 0.01%
14,489
-861
215
$306K 0.01%
2,376
216
$303K 0.01%
+457
217
$300K 0.01%
5,636
-12,791
218
$298K 0.01%
6,786
-400
219
$279K 0.01%
6,379
+1,000
220
$253K 0.01%
8,250
-371
221
$244K 0.01%
4,694
222
$242K 0.01%
+3,359
223
$238K 0.01%
4,181
224
$232K 0.01%
4,800
225
$231K 0.01%
411
-15
7 8
9
10 11