GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+4.09%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$792M
AUM Growth
+$792M
(+40%)
Cap. Flow
+$201M
Cap. Flow
% of AUM
25.42%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
218
New
7
Increased
65
Reduced
59
Closed
21
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$154M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$50.8M |
| 3 |
Cisco
CSCO
|
$2.13M |
| 4 |
Charles Schwab
SCHW
|
$1.93M |
| 5 |
IBM
IBM
|
$1.32M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$5.12M |
| 2 |
Oracle
ORCL
|
$2.69M |
| 3 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
$2.08M |
| 4 |
iShares Mortgage Real Estate ETF
REM
|
$687K |
| 5 |
iShares MSCI Mexico ETF
EWW
|
$455K |
Sector Composition
| 1 | Financials | 15.57% |
| 2 | Materials | 14.64% |
| 3 | Energy | 13.04% |
| 4 | Technology | 9.55% |
| 5 | Industrials | 2.83% |
