GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$651M
1-Year Est. Return
16.97%
1 Year Est. Return
+16.97%
AUM
$575M
AUM Growth
+$70M
(+14%)
Holding
106
Top Buys
| 1 | +$63.2M | |
| 2 | +$5M | |
| 3 | +$3.3M | |
| 4 |
Vanguard Value ETF
VTV
|
+$2.72M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$1.86M |
Top Sells
| 1 | +$2.14M | |
| 2 | +$546K | |
| 3 | +$516K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$497K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$495K |
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Communication Services | 3.05% |
| 3 | Healthcare | 2.33% |
| 4 | Financials | 2.1% |
| 5 | Consumer Discretionary | 2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Europe ETF
IEV
$2.23B
| $211K | 0.04% |
+3,340
|
|
||
102
Diamondback Energy
FANG
$40.3B
| $202K | 0.04% |
1,471
-14
|
|
||
103
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
| $200K | 0.03% |
+2,758
|
|
||
104
Welltower
WELL
$117B
| – | – |
-3,366
|
|
||
|
105
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
| – | – |
-21,470
|
|