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
$1.2B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$2.91M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$949K
5
ADBE icon
Adobe
ADBE
+$827K

Top Sells

1
+$540K
2
+$425K
3
+$416K
4
ENSG icon
The Ensign Group
ENSG
+$369K
5
PIPR icon
Piper Sandler
PIPR
+$360K

Sector Composition

1 Financials 53.07%
2 Technology 15.32%
3 Healthcare 3.36%
4 Industrials 3.27%
5 Real Estate 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$508M 42.27%
32,583,932
+2,510,156
2
$89.8M 7.48%
209,359
+552
3
$49.8M 4.14%
351,758
+8,184
4
$36.7M 3.06%
1,771,930
-1,830
5
$35M 2.91%
479,967
+17
6
$29.1M 2.42%
333,958
+298
7
$19.9M 1.65%
558,442
+617
8
$17.9M 1.49%
600,621
+339
9
$15.1M 1.26%
42,189
+150
10
$14.7M 1.22%
52,194
+571
11
$13.8M 1.15%
305,703
12
$12.2M 1.02%
1,183,840
13
$9.79M 0.81%
16,177
-61
14
$9.63M 0.8%
976,794
-2,350
15
$9.15M 0.76%
24,209
+30
16
$8.73M 0.73%
70,474
-177
17
$8.58M 0.71%
64,578
+680
18
$7.91M 0.66%
20,244
-27
19
$7.37M 0.61%
67,526
+1,467
20
$7.32M 0.61%
28,124
+208
21
$6.94M 0.58%
53,918
+3
22
$5.32M 0.44%
163,428
+605
23
$5.18M 0.43%
102,235
+10,471
24
$5.18M 0.43%
120,558
+9,159
25
$5.09M 0.42%
80,399
+779
1
2 3 4 5