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
$1.42B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.96M
3
+$2.28M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.33M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.22M

Top Sells

1
+$178M
2
+$36.2M
3
+$29.7M
4
DJT icon
Trump Media & Technology Group
DJT
+$10.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.13M

Sector Composition

1 Financials 44.5%
2 Technology 19.83%
3 Industrials 3.79%
4 Healthcare 3.26%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.02%
7,654
+500
202
$302K 0.02%
3,593
203
$299K 0.02%
236
-18
204
$289K 0.02%
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+1
205
$283K 0.02%
5,102
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206
$277K 0.02%
6,991
-100
207
$270K 0.02%
2,094
-692
208
$269K 0.02%
1,092
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209
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210
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776
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211
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+11,542
212
$259K 0.02%
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213
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2,598
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214
$249K 0.02%
479
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215
$249K 0.02%
2,839
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216
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741
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217
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218
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219
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458
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220
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221
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4,225
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222
$239K 0.02%
7,604
-267
223
$234K 0.02%
4,694
224
$227K 0.02%
466
-57
225
$227K 0.02%
205
-78
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9
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