GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+1.86%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.44B
AUM Growth
+$451M
(+46%)
Cap. Flow
+$439M
Cap. Flow
% of AUM
30.49%
Top 10 Holdings %
Top 10 Hldgs %
50.65%
Holding
172
New
3
Increased
26
Reduced
45
Closed
12
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$457M |
| 2 |
XCO
Exco Resources
XCO
|
$2.4M |
| 3 |
iShares MSCI Mexico ETF
EWW
|
$451K |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$253K |
| 5 |
J.M. Smucker
SJM
|
$226K |
Top Sells
| 1 |
CS
Credit Suisse Group
CS
|
$8.48M |
| 2 |
Bank of America
BAC
|
$6.4M |
| 3 |
Interactive Brokers
IBKR
|
$1.68M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$446K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$434K |
Sector Composition
| 1 | Technology | 13.89% |
| 2 | Energy | 13.72% |
| 3 | Financials | 12.41% |
| 4 | Industrials | 6.01% |
| 5 | Healthcare | 5.85% |
