GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+8.02%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$598M
AUM Growth
+$598M
(+2.9%)
Cap. Flow
-$30.4M
Cap. Flow
% of AUM
-5.08%
Top 10 Holdings %
Top 10 Hldgs %
55.72%
Holding
198
New
12
Increased
51
Reduced
93
Closed
6
Top Buys
| 1 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$6.99M |
| 2 |
VTA
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
|
$1.55M |
| 3 |
Precigen
PGEN
|
$576K |
| 4 |
NTC
Nuveen Connecticut Quality Municipal Income Fund
NTC
|
$518K |
| 5 |
SVU
SUPERVALU Inc.
SVU
|
$443K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$27.4M |
| 2 |
Cisco
CSCO
|
$3.78M |
| 3 |
Interactive Brokers
IBKR
|
$2.61M |
| 4 |
PayPal
PYPL
|
$2.18M |
| 5 |
IAC Inc
IAC
|
$1.12M |
Sector Composition
| 1 | Technology | 28.7% |
| 2 | Financials | 16.72% |
| 3 | Industrials | 4.63% |
| 4 | Real Estate | 3.98% |
| 5 | Healthcare | 3.35% |
