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
$979M
AUM Growth
-$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.85M
3
+$2.74M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.13M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$131M
2
+$1.58M
3
+$1.45M
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1M
5
MUR icon
Murphy Oil
MUR
+$783K

Sector Composition

1 Financials 38.39%
2 Technology 21.35%
3 Healthcare 5.07%
4 Industrials 3.49%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$246M 25.12%
14,931,976
-7,939,820
2
$96M 9.8%
212,606
+623
3
$61.4M 6.27%
351,570
-403
4
$48.5M 4.95%
1,776,940
+520
5
$40.5M 4.13%
479,899
-29
6
$27.5M 2.81%
332,130
-675
7
$21.1M 2.16%
557,439
-142
8
$16.8M 1.71%
600,409
-69
9
$16.1M 1.64%
52,150
-62
10
$14.4M 1.47%
39,593
-4,348
11
$13.3M 1.36%
305,703
12
$11.3M 1.15%
16,164
13
$10.3M 1.05%
20,127
-72
14
$9.35M 0.95%
1,183,840
15
$8.1M 0.83%
24,535
+349
16
$8.09M 0.83%
162,538
-780
17
$8.06M 0.82%
70,411
+1
18
$7.84M 0.8%
60,310
-1,901
19
$7.56M 0.77%
963,452
-13,342
20
$7.22M 0.74%
66,892
-5,865
21
$7.11M 0.73%
53,938
-59
22
$6.37M 0.65%
122,987
-219
23
$5.82M 0.59%
200,000
24
$5.68M 0.58%
113,084
+54,454
25
$5.45M 0.56%
146,324
-3,800
1
2 3 4 5