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
$503M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.1M
3
+$9.77M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.09M
5
TSM icon
TSMC
TSM
+$5.66M

Top Sells

1
+$20M
2
+$8.74M
3
+$4.65M
4
NVS icon
Novartis
NVS
+$4.14M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.14M

Sector Composition

1 Technology 7.36%
2 Consumer Discretionary 3.44%
3 Communication Services 2.63%
4 Financials 2.44%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.02%
+8,931
27
$3.84M 0.76%
8,466
-3,075
28
$3.79M 0.75%
27,526
-26,425
29
$3.76M 0.75%
+32,661
30
$3.71M 0.74%
16,912
-16,774
31
$3.7M 0.74%
+8,699
32
$3.48M 0.69%
+37,427
33
$3.36M 0.67%
10,617
+452
34
$3.32M 0.66%
44,804
+3,946
35
$2.69M 0.53%
25,473
-863
36
$2.6M 0.52%
4,083
+3,299
37
$2.31M 0.46%
28,886
+1,502
38
$2.27M 0.45%
+60,408
39
$2.26M 0.45%
+14,684
40
$2.24M 0.45%
11,773
41
$2.19M 0.43%
96,433
-40,463
42
$2.16M 0.43%
10,910
+256
43
$2.09M 0.41%
+15,409
44
$2.06M 0.41%
4,621
-798
45
$2.04M 0.41%
18,982
+773
46
$1.97M 0.39%
19,884
+6,752
47
$1.96M 0.39%
+12,914
48
$1.91M 0.38%
+23,366
49
$1.89M 0.38%
7,882
-1,082
50
$1.78M 0.35%
47,324
-45,513
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