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
126
$415K 0.11%
9,503
+742
127
$382K 0.1%
12,073
-222
128
$380K 0.1%
7,143
129
$370K 0.1%
17,450
+6,127
130
$370K 0.1%
4,716
+600
131
$369K 0.1%
14,590
-75
132
$357K 0.09%
27,141
+2,819
133
$353K 0.09%
6,850
+20
134
$348K 0.09%
25,755
+10,606
135
$334K 0.09%
11,565
136
$334K 0.09%
16,625
+4,075
137
$334K 0.09%
+9,000
138
$326K 0.08%
30,300
-1,500
139
$325K 0.08%
24,583
-10,527
140
$319K 0.08%
9,327
141
$315K 0.08%
1,668
-4,374
142
$312K 0.08%
+1,821
143
$310K 0.08%
5,000
144
$306K 0.08%
+20,000
145
$306K 0.08%
3,874
-96
146
$298K 0.08%
5,825
-380
147
$295K 0.08%
+9,966
148
$293K 0.08%
57,285
+23,775
149
$292K 0.08%
+2,560
150
$287K 0.07%
11,177
-270
4 5
6
7 8