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
26
$8.44M 0.59%
22,840
+35
27
$8.09M 0.57%
15,017
-81
28
$8.04M 0.57%
80,117
-31,209
29
$7.84M 0.55%
12,320
+162
30
$7.81M 0.55%
80,864
+2,686
31
$7.8M 0.55%
116,835
+3,365
32
$7.09M 0.5%
41,132
+7
33
$6.82M 0.48%
79,934
-233
34
$6.27M 0.44%
37,200
+49
35
$6.18M 0.44%
162,174
+329
36
$6.08M 0.43%
80,243
+39,101
37
$6.04M 0.43%
20,149
+17
38
$5.67M 0.4%
13,316
-4
39
$5.28M 0.37%
89,125
+772
40
$5.24M 0.37%
146,976
+4
41
$4.72M 0.33%
49,622
+29
42
$4.57M 0.32%
140,024
-31
43
$4.39M 0.31%
74,470
+1,036
44
$4.13M 0.29%
14,975
+112
45
$4.05M 0.29%
75,972
46
$3.72M 0.26%
16,938
+300
47
$3.71M 0.26%
47,713
+255
48
$3.65M 0.26%
63,409
+14,295
49
$3.64M 0.26%
13,768
+120
50
$3.48M 0.25%
14,489
+90
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