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
51
$3.46M 0.24%
130,481
-5,982
52
$3.39M 0.24%
14,639
+1,092
53
$3.26M 0.23%
13,583
+812
54
$3.25M 0.23%
67,183
+869
55
$3.13M 0.22%
316,597
-1,037
56
$2.91M 0.21%
57,762
+26,447
57
$2.89M 0.2%
25,088
-24
58
$2.89M 0.2%
62,438
+67
59
$2.84M 0.2%
6,268
-158
60
$2.83M 0.2%
18,980
+261
61
$2.65M 0.19%
60,058
+524
62
$2.65M 0.19%
28,137
63
$2.56M 0.18%
109,071
-460
64
$2.53M 0.18%
14,246
+24
65
$2.52M 0.18%
31,929
+1,135
66
$2.5M 0.18%
22,069
-475
67
$2.44M 0.17%
48,318
+178
68
$2.36M 0.17%
52,317
69
$2.31M 0.16%
29,900
-323
70
$2.3M 0.16%
28,622
+1,225
71
$2.27M 0.16%
37,458
-297
72
$2.27M 0.16%
107,500
73
$2.26M 0.16%
774,001
+41,000
74
$2.25M 0.16%
2,911
+64
75
$2.2M 0.15%
153,531
+91
1 2
3
4 5