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
$559M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.94M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.25M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.03M

Top Sells

1
+$12.2M
2
+$2.13M
3
+$543K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$454K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$415K

Sector Composition

1 Financials 33.1%
2 Technology 19.15%
3 Healthcare 5.67%
4 Industrials 4.08%
5 Real Estate 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.05%
7,444
152
$284K 0.05%
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153
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