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
126
$846K 0.06%
10,437
-536
127
$834K 0.06%
26,568
-1,648
128
$831K 0.06%
17,018
129
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2,517
+151
130
$830K 0.06%
16,029
-12,211
131
$827K 0.06%
6,987
+1,386
132
$816K 0.06%
38,428
-1,421
133
$791K 0.06%
3,637
-44
134
$761K 0.06%
24,847
135
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1,976
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136
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137
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2,366
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138
$735K 0.06%
12,970
139
$732K 0.06%
6,534
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140
$707K 0.05%
13,517
141
$706K 0.05%
55,000
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142
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6,412
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143
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144
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2,466
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145
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+13,180
146
$625K 0.05%
4,168
-129
147
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7,121
-39
148
$622K 0.05%
19,931
+302
149
$621K 0.05%
17,294
+20
150
$621K 0.05%
3,218
-462
4 5
6
7 8