GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$575M
This Quarter Return
+5.76%
1 Year Return
+15.42%
3 Year Return
+53.42%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.54%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$18.8M |
| 2 |
Avantis International Equity ETF
AVDE
|
$15.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$12.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.41M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$6.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.71% |
| 2 | Communication Services | 5.55% |
| 3 | Financials | 4.7% |
| 4 | Healthcare | 4.41% |
| 5 | Consumer Discretionary | 1.57% |
