GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+5.15%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.51B
AUM Growth
+$1.51B
(+4.6%)
Cap. Flow
-$21.4M
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
50.48%
Holding
168
New
8
Increased
38
Reduced
29
Closed
6
Top Buys
| 1 |
Interactive Brokers
IBKR
|
$3.71M |
| 2 |
DNOW Inc
DNOW
|
$2.51M |
| 3 |
UIL
UIL HOLDINGS
UIL
|
$865K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$351K |
| 5 |
ANSS
Ansys
ANSS
|
$312K |
Top Sells
| 1 |
Oracle
ORCL
|
$3.57M |
| 2 |
NOV
NOV
|
$2.49M |
| 3 |
MANT
Mantech International Corp
MANT
|
$471K |
| 4 |
XLS
EXELIS INC COM STK
XLS
|
$427K |
| 5 |
Apple
AAPL
|
$386K |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Energy | 13.79% |
| 3 | Financials | 12.24% |
| 4 | Industrials | 5.95% |
| 5 | Healthcare | 5.76% |
