GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+1.93%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$635M
AUM Growth
+$36.6M
(+6.1%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
58.27%
Holding
203
New
11
Increased
70
Reduced
52
Closed
26
Top Buys
| 1 |
Charles Schwab
SCHW
|
$27.8M |
| 2 |
Oracle
ORCL
|
$13.1M |
| 3 |
Virtu Financial
VIRT
|
$5.85M |
| 4 |
Interactive Brokers
IBKR
|
$3.76M |
| 5 |
GBL
GAMCO Investors, Inc.
GBL
|
$2.71M |
Top Sells
| 1 |
Cisco
CSCO
|
$10.1M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$7.87M |
| 3 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$2.81M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$2.29M |
| 5 |
BWLD
Buffalo Wild Wings, Inc.
BWLD
|
$1.15M |
Sector Composition
| 1 | Technology | 29.06% |
| 2 | Financials | 21.31% |
| 3 | Industrials | 3.92% |
| 4 | Real Estate | 3.7% |
| 5 | Healthcare | 3.09% |
