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
76
$1.16M 0.2%
24,201
-1,935
77
$1.15M 0.2%
71,660
-2,896
78
$1.15M 0.2%
11,341
-351
79
$1.09M 0.19%
5,443
-1,014
80
$1.07M 0.19%
32,354
-1,346
81
$1.05M 0.19%
28,324
82
$1.03M 0.18%
19,870
-379
83
$1.01M 0.18%
11,197
-177
84
$1M 0.18%
+32,794
85
$909K 0.16%
83,816
-52,002
86
$895K 0.16%
61,692
-6,228
87
$877K 0.16%
17,325
-1,358
88
$860K 0.15%
23,524
+47
89
$841K 0.15%
23,922
+121
90
$810K 0.14%
62,514
-4,035
91
$794K 0.14%
38,057
-33,405
92
$792K 0.14%
55,000
93
$785K 0.14%
19,147
94
$774K 0.14%
25,000
95
$772K 0.14%
3,916
-13
96
$755K 0.13%
33,356
-1,158
97
$755K 0.13%
28,386
+4,051
98
$754K 0.13%
46,033
-2
99
$740K 0.13%
35,777
-868
100
$731K 0.13%
8,220
+1,760
2 3
4
5 6