GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+2.02%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$573M
AUM Growth
+$8.69M
(+1.5%)
Cap. Flow
+$4.25M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
50.72%
Holding
198
New
21
Increased
69
Reduced
58
Closed
11
Top Buys
| 1 |
BrightView Holdings
BV
|
$883K |
| 2 |
EVF
Eaton Vance Senior Income Trust
EVF
|
$679K |
| 3 |
Ford
F
|
$553K |
| 4 |
Bath & Body Works
BBWI
|
$427K |
| 5 |
Camping World
CWH
|
$394K |
Top Sells
| 1 |
SVU
SUPERVALU Inc.
SVU
|
$739K |
| 2 |
Etsy
ETSY
|
$592K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$575K |
| 4 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
$570K |
| 5 |
IBM
IBM
|
$416K |
Sector Composition
| 1 | Technology | 32.22% |
| 2 | Financials | 23.53% |
| 3 | Industrials | 5.01% |
| 4 | Healthcare | 4.19% |
| 5 | Real Estate | 3.97% |
