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
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
– –
-1,533
257
– –
-11,924
258
– –
-12,772
259
– –
-41,874
260
– –
-11,700
261
– –
-911
262
– –
-28,344
263
– –
-4,131
264
– –
-10,449
265
– –
-681,134
266
– –
-76,341
7 8 9 10
11