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
$413M
AUM Growth
-$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$12.3M
3
+$10.3M
4
IBKR icon
Interactive Brokers
IBKR
+$4.14M
5
PYPL icon
PayPal
PYPL
+$2.81M

Top Sells

1
+$21.8M
2
+$10.4M
3
+$9.5M
4
EBAY icon
eBay
EBAY
+$8.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.5M

Sector Composition

1 Financials 24.03%
2 Technology 21.16%
3 Energy 11.87%
4 Healthcare 7.34%
5 Real Estate 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 5.63%
588,906
-551,888
2
$20.4M 4.92%
712,777
-222,125
3
$20.1M 4.85%
104,655
+2,157
4
$17M 4.12%
+540,800
5
$12.8M 3.1%
488,856
-167,021
6
$12.3M 2.98%
+70,851
7
$11.7M 2.83%
84,444
+74,135
8
$11M 2.65%
1,110,496
+420,036
9
$9.66M 2.34%
350,172
-344,356
10
$9.1M 2.2%
151,400
-173,700
11
$7.47M 1.81%
236,320
-268,860
12
$6.55M 1.58%
67,350
-77,650
13
$6.5M 1.57%
56,000
-64,000
14
$6.33M 1.53%
143,031
-160,411
15
$6.13M 1.48%
45,400
-49,600
16
$5.75M 1.39%
186,400
-213,600
17
$5.61M 1.36%
93,200
-107,800
18
$5.38M 1.3%
462,420
-528,480
19
$5.13M 1.24%
70,000
-80,000
20
$4.87M 1.18%
129,253
-147,921
21
$4.85M 1.17%
162,825
-181,303
22
$4.81M 1.16%
159,522
-147,011
23
$4.81M 1.16%
80,042
-91,948
24
$4.55M 1.1%
469,900
-534,000
25
$4.55M 1.1%
573,264
-554,686
1
2 3 4 5