GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$575M
This Quarter Return
+8.88%
1 Year Return
+15.42%
3 Year Return
+53.42%
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(+8.2%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
51.4%
Holding
85
New
10
Increased
35
Reduced
32
Closed
6
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$19M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$740K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$551K |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$504K |
| 5 |
Coinbase
COIN
|
$425K |
Sector Composition
| 1 | Financials | 4.52% |
| 2 | Technology | 4.28% |
| 3 | Communication Services | 2.92% |
| 4 | Healthcare | 2.7% |
| 5 | Industrials | 1.69% |
