GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $651M
1-Year Est. Return 16.97%
This Quarter Est. Return
1 Year Est. Return
+16.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$15.6M
3
+$12.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.41M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.71%
2 Communication Services 5.55%
3 Financials 4.7%
4 Healthcare 4.41%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.22%
+5,771
27
$1.89M 1.11%
+11,320
28
$1.88M 1.11%
+8,683
29
$1.79M 1.05%
+13,502
30
$1.78M 1.04%
+29,695
31
$1.57M 0.92%
+36,676
32
$1.47M 0.87%
+9,409
33
$1.43M 0.84%
+26,025
34
$1.43M 0.84%
+13,845
35
$1.41M 0.83%
+36,124
36
$1.32M 0.78%
+26,216
37
$1.26M 0.74%
+14,376
38
$1.24M 0.73%
+23,500
39
$1.11M 0.65%
+10,770
40
$1.07M 0.63%
+19,831
41
$1.06M 0.62%
+12,077
42
$1.05M 0.62%
+16,549
43
$1.01M 0.59%
+18,274
44
$927K 0.54%
+7,703
45
$926K 0.54%
+9,747
46
$914K 0.54%
+1,971
47
$814K 0.48%
+3,601
48
$808K 0.47%
+2,384
49
$746K 0.44%
+2,956
50
$735K 0.43%
+6,846
1
2
3 4