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
51
$1.65M 0.33%
+14,832
52
$1.63M 0.32%
+18,290
53
$1.51M 0.3%
+21,517
54
$1.47M 0.29%
29,081
+3,257
55
$1.34M 0.27%
8,243
+168
56
$1.22M 0.24%
11,469
-636
57
$1.13M 0.23%
3,909
+13
58
$1.02M 0.2%
8,375
+2,703
59
$1.02M 0.2%
19,980
+2,068
60
$832K 0.17%
6,603
+4
61
$789K 0.16%
10,440
-39,265
62
$783K 0.16%
+7,328
63
$774K 0.15%
67,096
+13,728
64
$634K 0.13%
3,423
-36
65
$617K 0.12%
2,731
-295
66
$603K 0.12%
20,766
+4,575
67
$576K 0.11%
+6,995
68
$514K 0.1%
877
+10
69
$399K 0.08%
1,099
+3
70
$391K 0.08%
2,700
-16,826
71
$389K 0.08%
78
-1
72
$378K 0.08%
3,216
73
$373K 0.07%
21,706
-719
74
$332K 0.07%
3,676
+746
75
$332K 0.07%
6,620
-2,665
1 2
3
4 5