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
$366M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.16M
3
+$4.84M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$4.77M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.38M

Top Sells

1
+$8.66M
2
+$8.6M
3
+$5.89M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.95M
5
IQV icon
IQVIA
IQV
+$1.84M

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
– –
-4,869
77
– –
-4,175
78
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-9,255
79
– –
-316,187
80
– –
-20,300
81
– –
-2,413
82
– –
-3,223
83
– –
-6,993
84
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-10,545
85
– –
-13,660
86
– –
-4,613
87
$0 ﹤0.01%
+10,343
1 2 3
4