GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+18.25%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.22B
AUM Growth
+$22.5M
(+1.9%)
Cap. Flow
-$193M
Cap. Flow
% of AUM
-15.78%
Top 10 Holdings %
Top 10 Hldgs %
66.76%
Holding
253
New
15
Increased
90
Reduced
91
Closed
10
Top Buys
| 1 |
Confluent
CFLT
|
+$4.41M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.25M |
| 3 |
Tilray
TLRY
|
+$1.21M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$697K |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$681K |
Top Sells
| 1 |
Interactive Brokers
IBKR
|
+$193M |
| 2 |
Danaos Corp
DAC
|
+$3.17M |
| 3 |
Wolfspeed
WOLF
|
+$2.26M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.2M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$1.56M |
Sector Composition
| 1 | Financials | 48.53% |
| 2 | Technology | 18.21% |
| 3 | Healthcare | 3.92% |
| 4 | Industrials | 3.16% |
| 5 | Real Estate | 2.3% |
