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
$366M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.16M
3
+$4.84M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$4.77M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.38M

Top Sells

1
+$8.66M
2
+$8.6M
3
+$5.89M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.95M
5
IQV icon
IQVIA
IQV
+$1.84M

Sector Composition

1 Financials 3.68%
2 Communication Services 3.11%
3 Consumer Discretionary 2.14%
4 Healthcare 1.7%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.75%
39,075
-41,875
27
$2.47M 0.68%
24,832
+17,205
28
$2.35M 0.64%
9,904
-2,772
29
$2.19M 0.6%
16,810
+5,012
30
$1.94M 0.53%
+14,579
31
$1.94M 0.53%
7,821
-3,751
32
$1.93M 0.53%
20,025
-119
33
$1.92M 0.52%
+29,988
34
$1.89M 0.52%
+5,484
35
$1.88M 0.51%
+8,846
36
$1.85M 0.51%
17,792
-481
37
$1.83M 0.5%
21,814
-520
38
$1.71M 0.47%
4,359
-3,220
39
$1.69M 0.46%
4,336
+12
40
$1.67M 0.46%
17,037
+342
41
$1.64M 0.45%
22,599
-3,615
42
$1.32M 0.36%
10,041
+38
43
$1.21M 0.33%
+12,442
44
$1.2M 0.33%
28,937
-1,628
45
$1.19M 0.33%
+11,790
46
$1.07M 0.29%
2,416
+358
47
$1.06M 0.29%
6,428
-3,615
48
$1.06M 0.29%
7,302
-76
49
$1.02M 0.28%
3,854
-63
50
$979K 0.27%
8,226
+26
1
2
3 4