GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
-2.77%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$512M
AUM Growth
-$68.2M
(-12%)
Cap. Flow
-$25.7M
Cap. Flow
% of AUM
-5.01%
Top 10 Holdings %
Top 10 Hldgs %
46.62%
Holding
207
New
11
Increased
48
Reduced
89
Closed
26
Top Buys
| 1 |
Applied Materials
AMAT
|
$5.48M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$2.91M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
$2.38M |
| 4 |
iShares Russell Top 200 ETF
IWL
|
$1.61M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$506K |
Top Sells
| 1 |
American Tower
AMT
|
$24.6M |
| 2 |
Dow Inc
DOW
|
$1.97M |
| 3 |
Axon Enterprise
AXON
|
$1.72M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.71M |
| 5 |
Allegion
ALLE
|
$1.41M |
Sector Composition
| 1 | Financials | 30.73% |
| 2 | Technology | 22.79% |
| 3 | Industrials | 5.24% |
| 4 | Real Estate | 3.96% |
| 5 | Healthcare | 3.81% |
