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
176
$211K 0.04%
+2,599
177
$209K 0.04%
6,065
-1,110
178
$207K 0.04%
+1,857
179
$205K 0.04%
+3,480
180
$200K 0.04%
+3,663
181
$178K 0.03%
10,820
-15,298
182
$159K 0.03%
24,500
-500
183
$129K 0.02%
3,709
-582
184
$104K 0.02%
2,600
-374
185
$84K 0.01%
+202
186
$70K 0.01%
13,091
-748
187
$55K 0.01%
+10,800
188
$50K 0.01%
10,724
-1,842
189
$45K 0.01%
15,850
-5,000
190
$9K ﹤0.01%
10,560
191
– –
-59,529
192
– –
-44,610
193
– –
-1,954
194
– –
-15,805
195
– –
-40,852
4 5 6 7
8