GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+8.41%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$497M
AUM Growth
-$15.2M
(-3%)
Cap. Flow
-$48.5M
Cap. Flow
% of AUM
-9.75%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
199
New
18
Increased
64
Reduced
69
Closed
9
Top Buys
| 1 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$31.9M |
| 2 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$1.11M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$959K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$495K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$404K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
$27.7M |
| 2 |
AABA
Altaba Inc. Common Stock
AABA
|
$23.7M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
$14.1M |
| 4 |
Morgan Stanley
MS
|
$11.2M |
| 5 |
Apple
AAPL
|
$5.17M |
Sector Composition
| 1 | Financials | 26.95% |
| 2 | Technology | 20% |
| 3 | Industrials | 6.02% |
| 4 | Healthcare | 4.92% |
| 5 | Real Estate | 4.38% |
