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
$990M
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.76M
3
+$1.3M
4
CSCO icon
Cisco
CSCO
+$774K
5
XCO
Exco Resources
XCO
+$564K

Top Sells

1
+$552M
2
+$5.23M
3
+$4.66M
4
PIPR icon
Piper Sandler
PIPR
+$4.34M
5
NYX
NYSE EURONEXT INC
NYX
+$3.01M

Sector Composition

1 Energy 20.22%
2 Technology 18.51%
3 Financials 18.29%
4 Industrials 8.65%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.1M 5.36%
1,141,747
+10,500
2
$38.1M 3.85%
1,008,500
-205
3
$27.7M 2.8%
550,100
-120
4
$25.7M 2.6%
200,000
5
$25.7M 2.59%
986,902
6
$22.7M 2.29%
606,024
-425
7
$22M 2.23%
307,386
8
$21M 2.12%
1,652,601
9
$21M 2.12%
330,750
10
$19.6M 1.98%
450,000
11
$18.9M 1.91%
251,000
12
$18.5M 1.87%
300,000
-75,689
13
$17.5M 1.77%
200,000
14
$16.6M 1.68%
89,977
-2,989,239
15
$16.2M 1.64%
300,000
-79
16
$16.1M 1.63%
1,035,302
-96,098
17
$15M 1.52%
222,725
-77,575
18
$14.6M 1.48%
270,000
19
$14.6M 1.47%
649,965
+34,518
20
$14.2M 1.44%
709,884
-1,736
21
$14.1M 1.43%
450,300
22
$13.8M 1.39%
390,000
23
$13.5M 1.36%
258,294
-543
24
$13.3M 1.35%
148,789
-10
25
$13.1M 1.33%
400,400
1
2 3 4 5