GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $693M
1-Year Est. Return 19.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$15M
3
+$13.4M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$5.39M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.17M

Top Sells

1
+$4.52M
2
+$4.42M
3
+$3.93M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.93M
5
DIA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
3,223
77
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-11,475
78
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-4,223
79
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-4,706
80
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-100,971
81
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-11,351
82
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-182,311
83
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-17,710
84
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-2,809
85
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86
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-54,981
87
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-60,713
88
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-14,043
89
– –
-11,836
1 2 3
4