GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
-2.33%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.2B
AUM Growth
+$29.5M
(+2.5%)
Cap. Flow
+$59.9M
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
67.9%
Holding
247
New
23
Increased
132
Reduced
48
Closed
9
Top Buys
| 1 |
Interactive Brokers
IBKR
|
$39.1M |
| 2 |
Cameco
CCJ
|
$2.91M |
| 3 |
Apple
AAPL
|
$1.16M |
| 4 |
Amazon
AMZN
|
$949K |
| 5 |
Adobe
ADBE
|
$827K |
Top Sells
| 1 |
iShares Global Clean Energy ETF
ICLN
|
$540K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$425K |
| 3 |
Alibaba
BABA
|
$416K |
| 4 |
The Ensign Group
ENSG
|
$369K |
| 5 |
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% |
