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
126
$858K 0.06%
2,366
-47
127
$846K 0.06%
2,529
-142
128
$839K 0.06%
9,790
-311
129
$837K 0.06%
2,072
-222
130
$835K 0.06%
17,018
131
$793K 0.06%
+11,680
132
$774K 0.05%
3,680
+37
133
$757K 0.05%
+16,421
134
$753K 0.05%
24,847
135
$751K 0.05%
13,517
+250
136
$747K 0.05%
6,452
+400
137
$725K 0.05%
2,501
+43
138
$721K 0.05%
1,853
+39
139
$721K 0.05%
7,160
-195
140
$701K 0.05%
104,851
-50
141
$675K 0.05%
3,681
+75
142
$673K 0.05%
12,970
+1
143
$664K 0.05%
6,672
+1,686
144
$653K 0.05%
4,297
+25
145
$642K 0.05%
19,629
-282
146
$634K 0.04%
22,670
-29,527
147
$628K 0.04%
15,056
+50
148
$622K 0.04%
6,738
-219
149
$617K 0.04%
5,601
+254
150
$605K 0.04%
19,996
+4,340
4 5
6
7 8