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
$566M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.89M
3
+$1M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$271K
5
ARR
Armour Residential REIT
ARR
+$266K

Top Sells

1
+$1.51M
2
+$1.24M
3
+$818K
4
BMS
Bemis
BMS
+$725K
5
UPBD icon
Upbound Group
UPBD
+$697K

Sector Composition

1 Technology 32.06%
2 Financials 26.41%
3 Industrials 5.03%
4 Healthcare 4.04%
5 Real Estate 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 0.77%
110,278
-918
27
$4.26M 0.75%
58,472
28
$4.2M 0.74%
176,879
29
$4.17M 0.74%
24,310
-145
30
$4.12M 0.73%
319,317
+3,193
31
$4.09M 0.72%
77,123
-1
32
$3.7M 0.65%
49,273
+31
33
$3.7M 0.65%
134,115
-260
34
$3.66M 0.65%
47,508
-77
35
$3.34M 0.59%
12,904
-382
36
$3.28M 0.58%
160,093
37
$3.12M 0.55%
57,273
+736
38
$2.94M 0.52%
84,108
39
$2.94M 0.52%
28,297
-15
40
$2.78M 0.49%
30,688
41
$2.73M 0.48%
140,365
42
$2.67M 0.47%
46,735
-26
43
$2.52M 0.45%
98,052
+1,619
44
$2.47M 0.44%
46,600
45
$2.44M 0.43%
36,849
+602
46
$2.44M 0.43%
79,321
+61,514
47
$2.38M 0.42%
14,814
+37
48
$2.23M 0.39%
60,317
49
$2.19M 0.39%
153,440
50
$2.13M 0.38%
49,489
-343
1
2
3 4 5