GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+15.14%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.25B
AUM Growth
+$105M
(+9.1%)
Cap. Flow
-$68.8M
Cap. Flow
% of AUM
-5.5%
Top 10 Holdings %
Top 10 Hldgs %
72.56%
Holding
212
New
19
Increased
77
Reduced
79
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$24.3M |
| 2 |
International Flavors & Fragrances
IFF
|
$2.15M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.41M |
| 4 |
Piper Sandler
PIPR
|
$1.1M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.01M |
Top Sells
| 1 |
Interactive Brokers
IBKR
|
$89.9M |
| 2 |
Goldman Sachs
GS
|
$7.62M |
| 3 |
Cars.com
CARS
|
$3.31M |
| 4 |
Wolfspeed
WOLF
|
$2.08M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$1.63M |
Sector Composition
| 1 | Financials | 60.53% |
| 2 | Technology | 12.1% |
| 3 | Healthcare | 2.74% |
| 4 | Industrials | 2.72% |
| 5 | Real Estate | 1.89% |
