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
151
$277K 0.05%
241,121
152
$271K 0.05%
+5,385
153
$269K 0.05%
8,464
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154
$267K 0.05%
15,368
+4,500
155
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+2,722
156
$266K 0.05%
8,512
157
$263K 0.05%
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+1
158
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42,926
-2,500
159
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2,362
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160
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25,090
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161
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162
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163
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164
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165
$236K 0.04%
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166
$234K 0.04%
6,597
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167
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168
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169
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170
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171
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4,188
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172
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3,732
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173
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174
$215K 0.04%
2,031
-185
175
$213K 0.04%
2,047
-400
4 5 6
7
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