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
$1.42B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.96M
3
+$2.28M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.33M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.22M

Top Sells

1
+$178M
2
+$36.2M
3
+$29.7M
4
DJT icon
Trump Media & Technology Group
DJT
+$10.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.13M

Sector Composition

1 Financials 44.5%
2 Technology 19.83%
3 Industrials 3.79%
4 Healthcare 3.26%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.02%
2,476
+6
227
$224K 0.02%
14,000
228
$224K 0.02%
3,099
+449
229
$223K 0.02%
5,379
230
$220K 0.02%
3,537
-220
231
$218K 0.02%
+1,328
232
$218K 0.02%
966
-195
233
$212K 0.01%
+7,271
234
$211K 0.01%
3,097
-72
235
$211K 0.01%
1,125
-15
236
$210K 0.01%
+3,962
237
$210K 0.01%
+1,370
238
$208K 0.01%
+3,267
239
$203K 0.01%
+5,437
240
$202K 0.01%
476
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241
$201K 0.01%
4,800
-50
242
$200K 0.01%
+5,264
243
$183K 0.01%
27,526
-588
244
$161K 0.01%
31,951
+15,476
245
$139K 0.01%
14,259
246
$115K 0.01%
10,659
+239
247
$114K 0.01%
25,000
248
$114K 0.01%
10,062
-728
249
$90K 0.01%
14,082
250
$89K 0.01%
+10,525
7 8 9
10
11