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
$212M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$7.4M
3
+$7.23M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.39M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.28M

Top Sells

1
+$4.16M
2
+$4M
3
+$3.19M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M
5
ENB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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