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
101
$1.41M 0.11%
21,743
-60
102
$1.39M 0.11%
4,828
+102
103
$1.35M 0.1%
20,580
-104
104
$1.29M 0.1%
57,000
-2,229
105
$1.29M 0.1%
61,000
106
$1.27M 0.1%
11,400
-978
107
$1.24M 0.09%
31,899
-1,037
108
$1.22M 0.09%
79,158
+3,553
109
$1.21M 0.09%
40,080
+500
110
$1.16M 0.09%
14,940
-509
111
$1.16M 0.09%
6,976
-738
112
$1.16M 0.09%
8,959
-3,629
113
$1.13M 0.09%
27,051
-2,752
114
$1.1M 0.08%
6,444
-269
115
$1.09M 0.08%
3,985
116
$1.08M 0.08%
18,450
-20
117
$1.03M 0.08%
16,969
118
$1.02M 0.08%
6,618
-1,716
119
$949K 0.07%
+45,711
120
$944K 0.07%
998
-199
121
$897K 0.07%
12,658
-1,543
122
$895K 0.07%
+18,427
123
$873K 0.07%
18,694
-886
124
$865K 0.07%
5,435
+20
125
$859K 0.07%
4,060
-580
3 4
5
6 7