GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$575M
This Quarter Return
-13.71%
1 Year Return
+15.42%
3 Year Return
+53.42%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+18%)
Cap. Flow
+$56.8M
Cap. Flow
% of AUM
26.84%
Top 10 Holdings %
Top 10 Hldgs %
50.27%
Holding
100
New
20
Increased
35
Reduced
19
Closed
23
Top Buys
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$4.16M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$4M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.19M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.25M |
| 5 |
Enbridge
ENB
|
$2.08M |
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Communication Services | 4.2% |
| 3 | Financials | 4.2% |
| 4 | Healthcare | 2.02% |
| 5 | Consumer Discretionary | 1.63% |
