GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+5.73%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.4B
AUM Growth
+$44M
(+3.3%)
Cap. Flow
-$26.5M
Cap. Flow
% of AUM
-1.9%
Top 10 Holdings %
Top 10 Hldgs %
53.34%
Holding
164
New
15
Increased
40
Reduced
31
Closed
2
Top Buys
| 1 |
Cisco
CSCO
|
$7.11M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.38M |
| 3 |
Charles Schwab
SCHW
|
$1.9M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.83M |
| 5 |
Interactive Brokers
IBKR
|
$1.45M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$9.49M |
| 2 |
Oracle
ORCL
|
$9.26M |
| 3 |
Morgan Stanley
MS
|
$8.09M |
| 4 |
Nasdaq
NDAQ
|
$4.82M |
| 5 |
Regions Financial
RF
|
$4.17M |
Sector Composition
| 1 | Energy | 13.01% |
| 2 | Financials | 11.73% |
| 3 | Technology | 11.6% |
| 4 | Healthcare | 5.42% |
| 5 | Industrials | 5.35% |
