GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+0.3%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$565M
AUM Growth
+$565M
(-11%)
Cap. Flow
-$68M
Cap. Flow
% of AUM
-12.04%
Top 10 Holdings %
Top 10 Hldgs %
52.03%
Holding
191
New
14
Increased
78
Reduced
55
Closed
14
Top Buys
| 1 |
Interactive Brokers
IBKR
|
$15.3M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.78M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
$1.07M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$885K |
| 5 |
Camping World
CWH
|
$824K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$82.4M |
| 2 |
Charles Schwab
SCHW
|
$6.62M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.23M |
| 4 |
CS
Credit Suisse Group
CS
|
$1.1M |
| 5 |
ALOG
Analogic Corp
ALOG
|
$382K |
Sector Composition
| 1 | Technology | 32.31% |
| 2 | Financials | 24.72% |
| 3 | Industrials | 4.56% |
| 4 | Real Estate | 4.34% |
| 5 | Healthcare | 3.74% |
