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
51
$882K 0.25%
25,138
+1,489
52
$863K 0.24%
+10,924
53
$835K 0.23%
+5,050
54
$833K 0.23%
11,056
-10,588
55
$812K 0.23%
16,047
-334
56
$783K 0.22%
2,976
-195
57
$688K 0.19%
6,842
+840
58
$636K 0.18%
+5,083
59
$612K 0.17%
+26,272
60
$592K 0.16%
6,570
61
$446K 0.12%
5,796
-50,575
62
$433K 0.12%
16,071
+4,754
63
$417K 0.12%
1,406
64
$366K 0.1%
1,238
65
$358K 0.1%
777
-43
66
$330K 0.09%
+13,280
67
$327K 0.09%
3,216
68
$315K 0.09%
6,169
-103
69
$295K 0.08%
+2,219
70
$258K 0.07%
5,389
-2,552
71
$254K 0.07%
16,013
+5,878
72
$251K 0.07%
1,715
-166
73
$231K 0.06%
+1,490
74
$229K 0.06%
+983
75
$227K 0.06%
4,507
-4,468
1 2
3
4 5