GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.06B
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$9.62M
3
+$7.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.52M

Top Sells

1
+$25.6M
2
+$11.7M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.48M
5
IBM icon
IBM
IBM
+$2.98M

Sector Composition

1 Financials 22.64%
2 Technology 17.73%
3 Energy 12.93%
4 Real Estate 5.74%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.07%
+1,051
152
$281K 0.07%
14,607
+1,040
153
$275K 0.07%
+5,320
154
$274K 0.07%
+2,631
155
$272K 0.07%
17,900
-3,750
156
$267K 0.07%
2,467
+357
157
$265K 0.07%
1,960
158
$262K 0.07%
+5,305
159
$258K 0.07%
2,596
+45
160
$258K 0.07%
2,191
161
$254K 0.07%
+10,200
162
$238K 0.06%
3,726
+250
163
$233K 0.06%
+10,813
164
$232K 0.06%
10,303
165
$230K 0.06%
9,988
166
$230K 0.06%
+3,335
167
$225K 0.06%
+19,250
168
$223K 0.06%
12,885
-64,282
169
$221K 0.06%
2,516
+76
170
$216K 0.06%
2,200
-1,700
171
$216K 0.06%
+4,416
172
$208K 0.05%
3,075
+50
173
$206K 0.05%
+7,150
174
$203K 0.05%
+4,025
175
$201K 0.05%
1,970
-160
4 5 6
7
8