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
$1.25B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.15M
3
+$1.41M
4
PIPR icon
Piper Sandler
PIPR
+$1.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.01M

Top Sells

1
+$89.9M
2
+$7.62M
3
+$3.31M
4
WOLF icon
Wolfspeed
WOLF
+$2.08M
5
DD
Du Pont De Nemours E I
DD
+$1.63M

Sector Composition

1 Financials 60.53%
2 Technology 12.1%
3 Healthcare 2.74%
4 Industrials 2.72%
5 Real Estate 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$641M 51.21%
35,120,692
-4,924,940
2
$82.2M 6.56%
207,381
+800
3
$43.3M 3.46%
354,212
+199,060
4
$31.3M 2.5%
479,923
-21
5
$23.6M 1.89%
1,768,640
+1,000
6
$23.4M 1.87%
333,701
+685
7
$19.8M 1.58%
557,177
-609
8
$17.8M 1.42%
600,511
-472
9
$13.7M 1.09%
42,828
+448
10
$12.2M 0.98%
305,703
11
$12.1M 0.97%
1,183,840
12
$11.6M 0.93%
49,284
+53
13
$10.4M 0.83%
979,054
-34
14
$8.69M 0.69%
68,201
+1,530
15
$7.95M 0.64%
24,320
-23,311
16
$7.66M 0.61%
16,179
+50
17
$7.6M 0.61%
20,421
+59
18
$7.17M 0.57%
53,631
-315
19
$6.96M 0.56%
70,531
-279
20
$6.78M 0.54%
27,912
+121
21
$6.47M 0.52%
59,606
+9,301
22
$5.81M 0.46%
48,982
+42
23
$5.33M 0.43%
161,700
-55
24
$4.81M 0.38%
94,811
+283
25
$4.76M 0.38%
92,053
-658
1
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