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
$220M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.7M
3
+$2.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.12M
5
COR icon
Cencora
COR
+$1.85M

Top Sells

1
+$3.9M
2
+$3.89M
3
+$2.35M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.19M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.7M

Sector Composition

1 Technology 4.48%
2 Financials 4.44%
3 Communication Services 2.98%
4 Healthcare 2.5%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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-8,209
78
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79
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-29,269
80
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-31,490
81
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-53,810
82
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-10,488
83
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-5,149
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4