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
176
$446K 0.03%
1,274
-22
177
$441K 0.03%
1,867
-292
178
$440K 0.03%
8,054
-909
179
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1,689
-383
180
$432K 0.03%
15,187
-100
181
$427K 0.03%
230
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182
$413K 0.03%
22,045
183
$409K 0.03%
7,939
184
$405K 0.03%
1,955
185
$390K 0.03%
3,494
-200
186
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1,227
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187
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188
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3,836
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189
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7,146
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190
$365K 0.03%
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191
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8,445
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192
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7,548
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193
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-1,186
194
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2,376
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195
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503
-313
196
$327K 0.02%
2,229
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197
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2,346
-41
198
$315K 0.02%
1,031
-287
199
$309K 0.02%
7,186
200
$296K 0.02%
3,865
-2,500
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