GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+7.82%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$581M
AUM Growth
-$16.4M
(-2.7%)
Cap. Flow
-$61.2M
Cap. Flow
% of AUM
-10.53%
Top 10 Holdings %
Top 10 Hldgs %
57.61%
Holding
198
New
14
Increased
60
Reduced
92
Closed
12
Top Buys
| 1 |
Charles Schwab
SCHW
|
$22.2M |
| 2 |
DuPont de Nemours
DD
|
$2.9M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$678K |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$556K |
| 5 |
J.M. Smucker
SJM
|
$518K |
Top Sells
| 1 |
Morgan Stanley
MS
|
$28.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$6.76M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
$6.43M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$4.82M |
Sector Composition
| 1 | Technology | 28.47% |
| 2 | Financials | 18.5% |
| 3 | Industrials | 4.49% |
| 4 | Real Estate | 3.99% |
| 5 | Healthcare | 3.24% |
