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
201
$286K 0.02%
+15,350
202
$283K 0.02%
6,991
203
$279K 0.02%
1,038
-356
204
$265K 0.02%
5,367
205
$265K 0.02%
8,621
+1,017
206
$265K 0.02%
533
-62
207
$262K 0.02%
385
-123
208
$262K 0.02%
3,658
+121
209
$259K 0.02%
4,702
-400
210
$257K 0.02%
2,486
211
$245K 0.02%
14,000
212
$234K 0.02%
860
+119
213
$234K 0.02%
426
-32
214
$233K 0.02%
5,379
215
$233K 0.02%
4,694
216
$233K 0.02%
35,370
-94
217
$227K 0.02%
644
-132
218
$224K 0.02%
960
-132
219
$222K 0.02%
3,710
-60
220
$220K 0.02%
7,792
-3,750
221
$220K 0.02%
492
+26
222
$214K 0.02%
2,038
-560
223
$213K 0.02%
+3,622
224
$213K 0.02%
+4,181
225
$210K 0.02%
4,800
7 8
9
10 11