GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
This Quarter Return
+7.36%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$751M
AUM Growth
+$751M
(-5.2%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-13.6%
Top 10 Holdings %
Top 10 Hldgs %
65.33%
Holding
228
New
31
Increased
79
Reduced
47
Closed
41
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$29.4M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$17.5M |
| 3 |
Cisco
CSCO
|
$5.99M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$3M |
| 5 |
WBT
Welbilt, Inc.
WBT
|
$1.01M |
Top Sells
| 1 |
YHOO
Yahoo Inc
YHOO
|
$61M |
| 2 |
Ashland
ASH
|
$29.7M |
| 3 |
Charles Schwab
SCHW
|
$19.8M |
| 4 |
iShares Morningstar US Equity ETF
ILCB
|
$9.38M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.63M |
Sector Composition
| 1 | Financials | 16.24% |
| 2 | Materials | 13.38% |
| 3 | Technology | 11.47% |
| 4 | Energy | 8.34% |
| 5 | Real Estate | 3.5% |
