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
51
$1.89M 0.49%
52,000
-18,150
52
$1.86M 0.48%
136,325
-19,901
53
$1.71M 0.44%
68,720
-24,480
54
$1.65M 0.43%
42,297
+16,602
55
$1.59M 0.41%
+14,275
56
$1.56M 0.41%
+17,968
57
$1.53M 0.39%
63,938
-22,505
58
$1.51M 0.39%
52,000
-18,000
59
$1.49M 0.39%
18,512
-1,090
60
$1.42M 0.37%
34,360
-12,240
61
$1.39M 0.36%
25,521
+22,881
62
$1.38M 0.36%
+53,239
63
$1.37M 0.35%
35,035
-13,685
64
$1.33M 0.34%
129,042
65
$1.25M 0.32%
+102,209
66
$1.24M 0.32%
22,896
-189
67
$1.23M 0.32%
62,879
-22,399
68
$1.23M 0.32%
55,671
-22,368
69
$1.19M 0.31%
+10,671
70
$1.19M 0.31%
41,144
-27,428
71
$1.14M 0.3%
72,122
+4,350
72
$1.13M 0.29%
18,234
-211
73
$1.06M 0.27%
135,000
-90,000
74
$1.03M 0.27%
+46,153
75
$1.02M 0.27%
+10,167
1 2
3
4 5