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
$238M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.93M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.34M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.13M

Top Sells

1
+$19M
2
+$740K
3
+$551K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$504K
5
COIN icon
Coinbase
COIN
+$425K

Sector Composition

1 Financials 4.52%
2 Technology 4.28%
3 Communication Services 2.92%
4 Healthcare 2.7%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.04%
26,367
+561
27
$2.39M 1%
47,541
-1,810
28
$2.36M 0.99%
18,191
+273
29
$2.33M 0.97%
14,043
+362
30
$2.21M 0.92%
7,592
-103
31
$1.96M 0.82%
975
-33
32
$1.93M 0.81%
29,450
+2,695
33
$1.9M 0.79%
9,126
+146
34
$1.89M 0.79%
19,780
-5,264
35
$1.86M 0.78%
25,672
+2,045
36
$1.83M 0.76%
5,260
+40
37
$1.82M 0.76%
10,486
-347
38
$1.69M 0.71%
11,351
-23
39
$1.68M 0.7%
16,124
-7,094
40
$1.68M 0.7%
20,190
+395
41
$1.62M 0.68%
7,905
-123
42
$1.47M 0.61%
12,202
-260
43
$1.36M 0.57%
9,922
-205
44
$1.13M 0.47%
+23,624
45
$1.05M 0.44%
12,527
+981
46
$1.04M 0.43%
11,475
+79
47
$1.03M 0.43%
6,512
+702
48
$1.02M 0.43%
29,244
-1,368
49
$1M 0.42%
19,924
-852
50
$983K 0.41%
13,202
-481
1
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3 4