GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.93M
3
+$4.8M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M

Top Sells

1
+$8.19M
2
+$7.84M
3
+$5.89M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.77M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.85M

Sector Composition

1 Financials 3.68%
2 Communication Services 3.11%
3 Consumer Discretionary 2.14%
4 Healthcare 1.7%
5 Technology 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
+10,343
77
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-20,300
78
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-316,187
79
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-9,255
80
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-10,545
81
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-6,993
82
– –
-2,413
83
– –
-4,175
84
– –
-4,869
85
– –
-29,458
86
– –
-5,790
87
– –
-1,220
1 2 3
4