GWM
Greenwich Wealth Management Portfolio holdings
AUM
$2.06B
1-Year Return
48.15%
This Quarter Return
+2.35%
1 Year Return
+48.15%
3 Year Return
+215.76%
5 Year Return
+342.5%
10 Year Return
+587.51%
AUM
$1.17B
AUM Growth
-$80.4M
(-6.4%)
Cap. Flow
-$74.4M
Cap. Flow
% of AUM
-6.35%
Top 10 Holdings %
Top 10 Hldgs %
67.92%
Holding
234
New
31
Increased
84
Reduced
74
Closed
10
Top Buys
| 1 |
AWH
Aspira Women's Health Inc. Common Stock
AWH
|
$1.8M |
| 2 |
Palantir
PLTR
|
$1.73M |
| 3 |
Cameco
CCJ
|
$1.27M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$919K |
| 5 |
IAC Inc
IAC
|
$867K |
Top Sells
| 1 |
Interactive Brokers
IBKR
|
$82.9M |
| 2 |
iShares Global Clean Energy ETF
ICLN
|
$1.65M |
| 3 |
Apple
AAPL
|
$1.46M |
| 4 |
Cars.com
CARS
|
$1.41M |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$1.1M |
Sector Composition
| 1 | Financials | 53.38% |
| 2 | Technology | 15.02% |
| 3 | Healthcare | 3.48% |
| 4 | Industrials | 3.42% |
| 5 | Real Estate | 1.99% |
