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
101
$725K 0.19%
+24,995
102
$717K 0.19%
68,398
-32,125
103
$692K 0.18%
49,569
-28,153
104
$685K 0.18%
4,829
-120
105
$683K 0.18%
44,823
-13,340
106
$653K 0.17%
+75,000
107
$648K 0.17%
43,648
-13,224
108
$635K 0.16%
14,129
+200
109
$614K 0.16%
45,163
+1,099
110
$610K 0.16%
48,518
+350
111
$589K 0.15%
23,380
+540
112
$578K 0.15%
16,710
+207
113
$568K 0.15%
41,638
-2,449
114
$568K 0.15%
43,124
-3,634
115
$554K 0.14%
48,865
-2,594
116
$531K 0.14%
69,173
-46,706
117
$523K 0.14%
9,735
+306
118
$517K 0.13%
63,000
119
$502K 0.13%
+19,450
120
$497K 0.13%
+63,700
121
$492K 0.13%
+36,925
122
$491K 0.13%
12,187
+2,223
123
$473K 0.12%
+20,824
124
$464K 0.12%
24,100
125
$424K 0.11%
8,744
-10
3 4
5
6 7