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
$238M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.93M
3
+$3.92M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.34M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.13M

Top Sells

1
+$19M
2
+$740K
3
+$551K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$504K
5
COIN icon
Coinbase
COIN
+$425K

Sector Composition

1 Financials 4.52%
2 Technology 4.28%
3 Communication Services 2.92%
4 Healthcare 2.7%
5 Industrials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.1%
+8,355
77
$216K 0.09%
4,223
-568
78
$203K 0.08%
+3,223
79
$203K 0.08%
2,809
-569
80
– –
-4,734
81
– –
-5,800
82
– –
-70,983
83
– –
-5,370
84
– –
-6,594
85
– –
-6,386
1 2 3
4