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
151
$613K 0.05%
14,905
-151
152
$588K 0.04%
4,025
+45
153
$576K 0.04%
6,415
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154
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155
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156
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19,174
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157
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158
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159
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160
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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
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166
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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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5,053
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172
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-127
173
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34,776
+10,218
174
$447K 0.03%
11,872
+390
175
$447K 0.03%
28,513
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7
8 9