GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$575M
1-Year Return
15.42%
This Quarter Return
+5.5%
1 Year Return
+15.42%
3 Year Return
+53.42%
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$38.7M
(+11%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
61.16%
Holding
98
New
14
Increased
32
Reduced
30
Closed
19
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$9.05M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
$5.42M |
| 3 |
Walt Disney
DIS
|
$5.18M |
| 4 |
Elevance Health
ELV
|
$4.34M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.31M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$9.65M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$8.77M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.08M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.77M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.92M |
Sector Composition
| 1 | Technology | 4.07% |
| 2 | Communication Services | 3.93% |
| 3 | Healthcare | 2.85% |
| 4 | Financials | 2.76% |
| 5 | Consumer Discretionary | 2.69% |
