GWM

Greenwich Wealth Management Portfolio holdings

AUM $2.24B
1-Year Est. Return 36.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.66%
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
+$6.73M
2
+$3.02M
3
+$2.28M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.34M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.22M

Top Sells

1
+$183M
2
+$34.5M
3
+$28.6M
4
DJT icon
Trump Media & Technology Group
DJT
+$10.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.14M

Sector Composition

1 Financials 44.5%
2 Technology 19.82%
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
251
$85K 0.01%
20,000
252
$83K 0.01%
19,087
-11,640
253
$56K ﹤0.01%
50,000
254
$17K ﹤0.01%
16,002
-9,100
255
$8K ﹤0.01%
1,081
256
– –
-76,341
257
– –
-1,533
258
– –
-11,924
259
– –
-12,772
260
– –
-41,874
261
– –
-11,700
262
– –
-911
263
– –
-28,344
264
– –
-4,131
265
– –
-10,449
266
– –
-681,134
7 8 9 10
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