GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $651M
1-Year Est. Return 16.97%
This Quarter Est. Return
1 Year Est. Return
+16.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$6.95M
3
+$6.46M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$4.4M
5
AAPL icon
Apple
AAPL
+$3.79M

Top Sells

1
+$35M
2
+$14.5M
3
+$6.02M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.9M
5
DHR icon
Danaher
DHR
+$2.73M

Sector Composition

1 Technology 3.79%
2 Communication Services 3.69%
3 Financials 2.88%
4 Consumer Discretionary 2.78%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.83%
38,653
+965
27
$2.88M 0.8%
+7,196
28
$2.81M 0.78%
+81,178
29
$2.67M 0.74%
29,683
+599
30
$2.58M 0.72%
11,132
-303
31
$2.37M 0.66%
9,106
-2,176
32
$2.27M 0.63%
21,557
+3,714
33
$2.17M 0.6%
6,090
-6,120
34
$2M 0.56%
+23,176
35
$2M 0.56%
+10,088
36
$1.81M 0.5%
+37,284
37
$1.74M 0.48%
16,757
-146
38
$1.73M 0.48%
34,351
-8,704
39
$1.66M 0.46%
17,215
-3,405
40
$1.62M 0.45%
6,624
+2,386
41
$1.59M 0.44%
6,417
+4,951
42
$1.47M 0.41%
6,914
+1,170
43
$1.39M 0.39%
13,977
-2,649
44
$1.34M 0.37%
8,956
+3,173
45
$1.31M 0.36%
7,265
+1,515
46
$1.17M 0.32%
8,278
+1,898
47
$1.14M 0.32%
7,320
-10,048
48
$1.1M 0.31%
+32,661
49
$1.09M 0.3%
+10,035
50
$974K 0.27%
+2,148
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