GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+2.45%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$598M
AUM Growth
-$154M
(-20%)
Cap. Flow
-$168M
Cap. Flow
% of AUM
-28.06%
Top 10 Holdings %
Top 10 Hldgs %
57.01%
Holding
198
New
11
Increased
74
Reduced
47
Closed
14
Top Buys
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
$71.6M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$6.67M |
| 3 |
Charles Schwab
SCHW
|
$2.7M |
| 4 |
Interactive Brokers
IBKR
|
$1.81M |
| 5 |
Invesco QQQ Trust
QQQ
|
$621K |
Top Sells
| 1 |
Ashland
ASH
|
$86.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$84.7M |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$61M |
| 4 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$14.6M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$6.56M |
Sector Composition
| 1 | Technology | 26.43% |
| 2 | Financials | 19.73% |
| 3 | Industrials | 4.49% |
| 4 | Real Estate | 4.26% |
| 5 | Healthcare | 3.37% |
