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
126
$405K 0.07%
2,429
+168
127
$399K 0.07%
4,934
-336
128
$397K 0.07%
14,727
129
$386K 0.07%
20,434
+2,550
130
$374K 0.07%
33,000
131
$359K 0.06%
24,750
132
$347K 0.06%
2,158
133
$347K 0.06%
6,899
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134
$344K 0.06%
2,203
-16
135
$340K 0.06%
20,000
+1,200
136
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3,400
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137
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138
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5,818
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139
$322K 0.06%
249
140
$319K 0.06%
7,125
141
$312K 0.06%
14,004
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142
$311K 0.06%
6,066
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143
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12,832
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144
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7,896
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145
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14,985
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146
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3,677
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147
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148
$290K 0.05%
2,137
+237
149
$282K 0.05%
2,702
150
$281K 0.05%
12,135
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4 5
6
7 8