GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+1.08%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$386M
AUM Growth
-$21.8M
(-5.3%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-5.97%
Top 10 Holdings %
Top 10 Hldgs %
44.16%
Holding
198
New
42
Increased
39
Reduced
92
Closed
8
Top Buys
| 1 |
Weyerhaeuser
WY
|
$19.6M |
| 2 |
Morgan Stanley
MS
|
$9.62M |
| 3 |
iShares Morningstar US Equity ETF
ILCB
|
$7.15M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.7M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.52M |
Top Sells
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$25.6M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$11.7M |
| 3 |
HNT
HEALTH NET INC
HNT
|
$6.38M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.48M |
| 5 |
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% |
