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
$398M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.42M
3
+$5.18M
4
ELV icon
Elevance Health
ELV
+$4.34M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.31M

Top Sells

1
+$9.65M
2
+$8.77M
3
+$4.08M
4
META icon
Meta Platforms (Facebook)
META
+$3.77M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.92M

Sector Composition

1 Technology 4.07%
2 Communication Services 3.93%
3 Healthcare 2.85%
4 Financials 2.76%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 0.98%
21,551
+1,247
27
$3.64M 0.91%
+14,579
28
$3.27M 0.82%
+8,219
29
$2.77M 0.7%
763
-553
30
$2.72M 0.68%
+30,050
31
$2.67M 0.67%
24,197
-3,726
32
$2.67M 0.67%
+61,488
33
$2.62M 0.66%
9,384
+278
34
$2.52M 0.63%
31,601
+20,677
35
$2.47M 0.62%
18,183
+1,426
36
$2.37M 0.6%
22,657
+1,100
37
$2.35M 0.59%
13,699
-9,696
38
$2.27M 0.57%
+24,839
39
$2.17M 0.54%
+24,878
40
$1.91M 0.48%
+20,850
41
$1.88M 0.47%
4,581
-2,615
42
$1.85M 0.46%
7,461
+837
43
$1.65M 0.41%
+14,180
44
$1.5M 0.38%
9,518
+562
45
$1.49M 0.37%
3,273
+1,125
46
$1.46M 0.37%
13,536
+3,501
47
$1.4M 0.35%
14,297
+320
48
$1.4M 0.35%
6,107
-807
49
$1.29M 0.32%
8,486
+208
50
$1.18M 0.3%
6,731
+314
1
2
3 4