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
$386M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$9.62M
3
+$7.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.52M

Top Sells

1
+$25.6M
2
+$11.7M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.48M
5
IBM icon
IBM
IBM
+$2.98M

Sector Composition

1 Financials 22.64%
2 Technology 17.73%
3 Energy 12.93%
4 Real Estate 5.74%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 0.84%
25,200
-16,200
27
$3.21M 0.83%
64,664
-16,776
28
$3.17M 0.82%
51,080
-18,720
29
$3.01M 0.78%
27,120
-10,080
30
$2.95M 0.76%
52,000
-18,000
31
$2.7M 0.7%
15,310
-410
32
$2.7M 0.7%
42,600
-14,300
33
$2.69M 0.7%
24,301
+5,543
34
$2.67M 0.69%
171,800
-61,200
35
$2.66M 0.69%
76,620
-28,080
36
$2.64M 0.68%
94,260
-33,840
37
$2.63M 0.68%
+85,486
38
$2.62M 0.68%
67,738
-21,705
39
$2.58M 0.67%
18,820
-11,880
40
$2.57M 0.66%
121,160
-41,040
41
$2.52M 0.65%
65,628
-23,378
42
$2.35M 0.61%
258,765
-53,080
43
$2.23M 0.58%
54,437
-19,654
44
$2.19M 0.57%
34,383
-12,240
45
$2.11M 0.55%
41,680
-12,517
46
$2.09M 0.54%
58,609
-21,433
47
$2.02M 0.52%
25,920
-17,280
48
$1.98M 0.51%
36,592
+2,912
49
$1.93M 0.5%
67,600
-23,400
50
$1.92M 0.5%
156,000
-54,000
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