GWM

Greenwich Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 60.34%
This Quarter Est. Return
1 Year Est. Return
+60.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$96.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.46M
3
+$2.79M
4
MS icon
Morgan Stanley
MS
+$2.22M
5
ROE icon
Astoria US Quality Kings ETF
ROE
+$1.74M

Top Sells

1
+$13M
2
+$11.5M
3
+$2.26M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.43M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$793K

Sector Composition

1 Financials 43.57%
2 Technology 18.69%
3 Industrials 3.64%
4 Healthcare 3.46%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.23M 0.24%
14,589
+100
52
$3.22M 0.24%
64,708
-2,475
53
$3.21M 0.24%
18,587
-393
54
$3.19M 0.24%
63,093
+5,331
55
$3.19M 0.24%
5,986
-282
56
$3.1M 0.23%
12,655
-928
57
$3.07M 0.23%
67,923
+7,865
58
$2.94M 0.22%
14,040
-206
59
$2.94M 0.22%
15,452
-1,486
60
$2.79M 0.21%
+54,517
61
$2.62M 0.2%
25,060
-28
62
$2.62M 0.2%
89,642
+47,994
63
$2.6M 0.2%
28,137
64
$2.46M 0.19%
30,766
-1,163
65
$2.38M 0.18%
62,924
+486
66
$2.37M 0.18%
109,071
67
$2.34M 0.18%
48,666
+348
68
$2.3M 0.17%
22,131
+62
69
$2.29M 0.17%
2,777
-134
70
$2.28M 0.17%
27,872
-750
71
$2.27M 0.17%
37,458
72
$2.27M 0.17%
29,900
73
$2.24M 0.17%
13,384
-1,255
74
$2.2M 0.17%
47,784
+27,151
75
$2.19M 0.17%
38,327
-25,082
1 2
3
4 5