GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+23.35%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.15B
AUM Growth
+$589M
(+105%)
Cap. Flow
+$505M
Cap. Flow
% of AUM
44.03%
Top 10 Holdings %
Top 10 Hldgs %
72.98%
Holding
201
New
11
Increased
72
Reduced
77
Closed
8
Top Buys
| 1 |
Interactive Brokers
IBKR
|
$571M |
| 2 |
Charles Schwab
SCHW
|
$25.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.64M |
| 4 |
Morgan Stanley
MS
|
$1.58M |
| 5 |
Invesco QQQ Trust
QQQ
|
$771K |
Top Sells
| 1 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$62.4M |
| 2 |
ETFC
E*Trade Financial Corporation
ETFC
|
$27M |
| 3 |
Piper Sandler
PIPR
|
$3.87M |
| 4 |
Trane Technologies
TT
|
$1.98M |
| 5 |
Fastenal
FAST
|
$667K |
Sector Composition
| 1 | Financials | 62.31% |
| 2 | Technology | 10.45% |
| 3 | Healthcare | 2.9% |
| 4 | Industrials | 2.4% |
| 5 | Real Estate | 1.93% |
