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
$1.22B
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.25M
3
+$1.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$697K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$681K

Top Sells

1
+$193M
2
+$3.17M
3
+$2.26M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.2M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.56M

Sector Composition

1 Financials 48.53%
2 Technology 18.21%
3 Healthcare 3.92%
4 Industrials 3.16%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$269K 0.02%
2,289
202
$266K 0.02%
5,565
-1,135
203
$260K 0.02%
43,980
-680
204
$258K 0.02%
8,015
+1,436
205
$255K 0.02%
1,422
-216
206
$253K 0.02%
24,507
+1,606
207
$252K 0.02%
1,954
+2
208
$249K 0.02%
1,091
-8
209
$247K 0.02%
12,343
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210
$246K 0.02%
3,722
+422
211
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368
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212
$241K 0.02%
1,279
-99
213
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3,439
214
$234K 0.02%
+2,935
215
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1,346
216
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217
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1,388
218
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2,485
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219
$222K 0.02%
2,071
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220
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+2,053
221
$216K 0.02%
+3,624
222
$216K 0.02%
+1,237
223
$216K 0.02%
15,932
-400
224
$212K 0.02%
321
-20
225
$210K 0.02%
2,225
-575
7 8
9
10 11