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
76
$217K 0.13%
+1,268
77
$208K 0.12%
+1,269
78
$205K 0.12%
+7,900
79
$36K 0.02%
+422
80
$27K 0.02%
+720
1 2 3
4