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
76
$2.05M 0.14%
10,758
+517
77
$2.03M 0.14%
3,442
+41
78
$1.97M 0.14%
3,372
+117
79
$1.97M 0.14%
15,090
+114
80
$1.93M 0.14%
21,803
+224
81
$1.85M 0.13%
8,353
+18
82
$1.84M 0.13%
48,000
83
$1.82M 0.13%
45,348
+2,454
84
$1.8M 0.13%
19,918
-68
85
$1.8M 0.13%
31,535
86
$1.78M 0.13%
28,755
+394
87
$1.72M 0.12%
13,703
+1,036
88
$1.69M 0.12%
33,039
-93
89
$1.69M 0.12%
61,000
90
$1.67M 0.12%
37,911
-236
91
$1.64M 0.12%
40,955
-540
92
$1.61M 0.11%
75,605
+212
93
$1.61M 0.11%
21,158
+16
94
$1.61M 0.11%
12,588
+4,529
95
$1.59M 0.11%
28,240
+4,791
96
$1.58M 0.11%
8,334
+1,167
97
$1.52M 0.11%
7,714
+186
98
$1.46M 0.1%
13,610
+667
99
$1.44M 0.1%
20,684
-157
100
$1.31M 0.09%
29,803
+2,704
2 3
4
5 6