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GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$710M
1-Year Est. Return
19.59%
This Fund
S&P 500
1 Year Est. Return
+19.59%
AUM
$285M
AUM Growth
+$46.8M
(+20%)
Holding
89
Top Buys
| 1 | +$31M | |
| 2 | +$14.6M | |
| 3 | +$13.3M | |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$5.36M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$3.99M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$4.38M | |
| 3 | +$3.93M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$3.93M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$3.92M |
Sector Composition
| 1 | Financials | 3.88% |
| 2 | Technology | 3.79% |
| 3 | Communication Services | 3.46% |
| 4 | Consumer Discretionary | 2.67% |
| 5 | Industrials | 1.44% |