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
76
$1.01M 0.26%
11,053
-1,034
77
$1.01M 0.26%
45,881
-16,763
78
$1M 0.26%
21,366
-7,396
79
$1M 0.26%
+12,204
80
$997K 0.26%
9,739
-2,913
81
$992K 0.26%
33,580
-5,720
82
$982K 0.25%
20,880
-7,675
83
$954K 0.25%
113,436
-40,404
84
$950K 0.25%
+27,092
85
$939K 0.24%
47,546
+6,230
86
$917K 0.24%
14,525
+9,890
87
$903K 0.23%
17,446
-180
88
$895K 0.23%
24,552
-8,745
89
$877K 0.23%
71,628
-6,352
90
$874K 0.23%
+5,900
91
$863K 0.22%
8,022
-275
92
$837K 0.22%
53,369
-749
93
$802K 0.21%
20,005
-1,896
94
$796K 0.21%
28,280
-18,720
95
$792K 0.2%
+9,910
96
$771K 0.2%
53,368
-16,468
97
$760K 0.2%
+51,540
98
$750K 0.19%
12,657
-385
99
$737K 0.19%
66,795
+200
100
$734K 0.19%
+6,897
2 3
4
5 6