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
$792M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$50.8M
3
+$2.13M
4
SCHW icon
Charles Schwab
SCHW
+$1.93M
5
IBM icon
IBM
IBM
+$1.32M

Top Sells

1
+$5.12M
2
+$2.69M
3
+$455K
4
MFD
Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
MFD
+$434K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$384K

Sector Composition

1 Financials 15.57%
2 Materials 14.64%
3 Energy 13.04%
4 Technology 9.55%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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