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
$1.22B
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$1.25M
3 +$1.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$697K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$681K

Sector Composition

1 Financials 48.53%
2 Technology 18.21%
3 Healthcare 3.92%
4 Industrials 3.16%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-10,220
252
-31,103
253
-28,050