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
51
$1.15M 0.29%
33,947
+8,809
52
$1.1M 0.28%
21,750
-12,601
53
$903K 0.23%
4,706
-2,559
54
$864K 0.22%
10,818
-238
55
$828K 0.21%
36,018
+9,746
56
$742K 0.19%
14,523
-1,524
57
$708K 0.18%
3,951
-1,099
58
$665K 0.17%
+6,104
59
$643K 0.16%
5,888
-954
60
$614K 0.15%
6,570
61
$535K 0.13%
19,441
+3,370
62
$437K 0.11%
786
+9
63
$429K 0.11%
1,021
-6,943
64
$412K 0.1%
8,146
+1,977
65
$366K 0.09%
1,000
-238
66
$354K 0.09%
3,216
67
$348K 0.09%
1,755
-5,565
68
$347K 0.09%
1,231
-175
69
$344K 0.09%
708
-7,770
70
$297K 0.07%
+1,143
71
$274K 0.07%
1,690
-25
72
$269K 0.07%
2,777
-20,399
73
$260K 0.07%
1,429
-61
74
$255K 0.06%
3,330
-2,466
75
$251K 0.06%
6,957
1 2
3
4