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
101
$1.31M 0.09%
15,449
+175
102
$1.22M 0.09%
+24,912
103
$1.21M 0.09%
41,933
+1,985
104
$1.21M 0.09%
41,648
+5,285
105
$1.21M 0.09%
12,378
+653
106
$1.19M 0.08%
59,229
-6,016
107
$1.18M 0.08%
39,580
+4,350
108
$1.16M 0.08%
3,985
109
$1.15M 0.08%
18,470
+1,520
110
$1.15M 0.08%
1,083
-93
111
$1.14M 0.08%
4,726
+13
112
$1.13M 0.08%
6,713
+270
113
$1.12M 0.08%
4,640
-603
114
$1.11M 0.08%
32,936
+888
115
$1.1M 0.08%
1,197
+116
116
$1.09M 0.08%
17,741
+325
117
$1.07M 0.08%
23,854
-703
118
$1.02M 0.07%
14,201
+569
119
$988K 0.07%
10,973
-284
120
$976K 0.07%
28,216
+144
121
$974K 0.07%
16,969
122
$941K 0.07%
+20,633
123
$934K 0.07%
39,849
124
$927K 0.07%
2,085
+118
125
$879K 0.06%
55,001
3 4
5
6 7