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
51
$2.08M 0.37%
39,823
-138
52
$2.03M 0.36%
55,845
+123
53
$1.97M 0.35%
61,377
54
$1.85M 0.33%
31,236
-1,957
55
$1.83M 0.32%
242,841
-9
56
$1.83M 0.32%
48,725
57
$1.82M 0.32%
22,103
+341
58
$1.77M 0.31%
33,984
+22
59
$1.58M 0.28%
112,031
+2,337
60
$1.54M 0.27%
175,342
+633
61
$1.53M 0.27%
52,404
62
$1.45M 0.26%
120,564
-18,221
63
$1.44M 0.25%
77,639
-1,352
64
$1.42M 0.25%
28,347
-1,954
65
$1.42M 0.25%
18,677
-294
66
$1.42M 0.25%
28,512
-3,228
67
$1.35M 0.24%
45,999
+4,954
68
$1.33M 0.24%
15,323
-6,821
69
$1.31M 0.23%
30,800
+259
70
$1.3M 0.23%
24,138
-320
71
$1.23M 0.22%
88,500
-12,500
72
$1.19M 0.21%
34,630
+1,093
73
$1.18M 0.21%
10,111
+297
74
$1.18M 0.21%
17,475
-5,000
75
$1.17M 0.21%
75,692
-1,825
1 2
3
4 5