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
101
$705K 0.12%
49,442
-5,341
102
$685K 0.12%
12,784
+64
103
$655K 0.12%
14,727
104
$624K 0.11%
101,437
-2,852
105
$607K 0.11%
6,615
-423
106
$588K 0.1%
47,448
+9,979
107
$583K 0.1%
7,771
-496
108
$581K 0.1%
15,815
-50
109
$568K 0.1%
13,242
-2,092
110
$556K 0.1%
12,073
-377
111
$549K 0.1%
16,000
112
$544K 0.1%
54,371
-8,476
113
$539K 0.1%
41,600
+16,725
114
$527K 0.09%
5,666
-25
115
$522K 0.09%
1,464
-28
116
$517K 0.09%
8,038
+884
117
$496K 0.09%
3,545
-2
118
$495K 0.09%
3,998
+234
119
$478K 0.08%
20,244
120
$476K 0.08%
4,364
-275
121
$451K 0.08%
11,955
-161
122
$446K 0.08%
17,595
-3,448
123
$438K 0.08%
6,749
124
$433K 0.08%
6,657
+169
125
$430K 0.08%
5,413
+1,556
3 4
5
6 7