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
$505M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.68M
3
+$4.81M
4
NVS icon
Novartis
NVS
+$4.58M
5
ETN icon
Eaton
ETN
+$4.37M

Top Sells

1
+$57.5M
2
+$5.67M
3
+$4.36M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.85M

Sector Composition

1 Technology 6.39%
2 Communication Services 2.87%
3 Healthcare 2.71%
4 Consumer Discretionary 2.11%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 0.84%
25,518
-3,136
27
$3.77M 0.75%
36,060
+3,399
28
$3.68M 0.73%
47,027
+2,223
29
$3.31M 0.66%
+19,374
30
$3.24M 0.64%
+13,218
31
$3.03M 0.6%
+56,619
32
$3.02M 0.6%
+73,540
33
$3M 0.59%
+56,537
34
$2.99M 0.59%
+22,768
35
$2.96M 0.59%
+42,528
36
$2.89M 0.57%
27,413
+1,940
37
$2.89M 0.57%
+20,676
38
$2.84M 0.56%
15,266
+4,356
39
$2.52M 0.5%
+5,799
40
$2.4M 0.48%
30,857
+7,491
41
$2.32M 0.46%
+4,432
42
$2.19M 0.43%
+30,136
43
$2.17M 0.43%
11,382
-5,530
44
$2.15M 0.43%
9,717
+1,835
45
$2.12M 0.42%
+6,141
46
$2.09M 0.41%
9,403
-19,633
47
$2.01M 0.4%
16,156
+747
48
$1.95M 0.39%
5,570
-5,047
49
$1.81M 0.36%
11,600
-173
50
$1.75M 0.35%
34,464
+5,383
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