Greenwood Capital Associates LLC

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Assets, Funds, Holdings

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CAFR Data
Greenwood Capital Associates LLC
CRD #115015
SEC #801-60493
CIK #1161822
AUM $1.3 BB (100% Disc, 100% US, 2020-03-27)
Employees18 (67% Investors, 0% Brokers)
Phone864-941-4049
Address425 Main Street
Greenwood, SC 29646
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1350108081054027001999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IXUS 11.5
IEMG 11.4
DIS 218,470.0 11.1
MSFT 1,376,930.0 10.3
JNJ 381,110.0 10.0
CSCO 189,330.0 9.3
GVI 9.3
PFE 208,250.0 9.1
GOOGL 970,260.0 8.0
CVS 84,490.0 7.8
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
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Reilly Financial Advisors LLC
CA 1.4
SunTrust Equitable Securities Corporation
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Howe and Rusling Inc
NY 1.3
AXIA Advisory Corp
IN 1.3
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