GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+14.25%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$566M
AUM Growth
+$64.1M
(+13%)
Cap. Flow
-$1.04M
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
51.52%
Holding
195
New
14
Increased
46
Reduced
90
Closed
5
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.51M |
| 2 |
ITG
Investment Technology Group Inc
ITG
|
$1.24M |
| 3 |
BGX
Blackstone Long-Short Credit Income Fund
BGX
|
$818K |
| 4 |
BMS
Bemis
BMS
|
$725K |
| 5 |
Upbound Group
UPBD
|
$697K |
Sector Composition
| 1 | Technology | 32.06% |
| 2 | Financials | 26.41% |
| 3 | Industrials | 5.03% |
| 4 | Healthcare | 4.04% |
| 5 | Real Estate | 3.34% |
