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
$651M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.62M
3
+$7.65M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$7.62M
5
VTV icon
Vanguard Value ETF
VTV
+$6.7M

Top Sells

1
+$19.7M
2
+$16.8M
3
+$9.32M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.6M
5
ORCL icon
Oracle
ORCL
+$4.46M

Sector Composition

1 Technology 7.94%
2 Communication Services 3.51%
3 Healthcare 2.77%
4 Financials 2.6%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.08%
3,220
+1,175
102
$486K 0.07%
+19,152
103
$451K 0.07%
4,373
+2,073
104
$447K 0.07%
8,377
+1,758
105
$434K 0.07%
7,701
106
$430K 0.07%
2,000
+50
107
$405K 0.06%
21,706
108
$387K 0.06%
7,590
+2,314
109
$363K 0.06%
8,270
+743
110
$358K 0.06%
+729
111
$348K 0.05%
+4,147
112
$339K 0.05%
+4,957
113
$336K 0.05%
1,205
114
$332K 0.05%
+2,480
115
$321K 0.05%
7,639
116
$311K 0.05%
+6,020
117
$299K 0.05%
2,160
118
$285K 0.04%
+2,808
119
$276K 0.04%
1,798
+28
120
$276K 0.04%
+1,628
121
$268K 0.04%
+950
122
$266K 0.04%
+1,303
123
$264K 0.04%
3,720
-28
124
$260K 0.04%
+1,204
125
$257K 0.04%
3,882
+121
2 3 4
5
6