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
51
$1.63M 0.32%
+13,869
52
$1.61M 0.32%
13,544
-5,438
53
$1.58M 0.31%
10,512
-2,402
54
$1.56M 0.31%
+12,024
55
$1.41M 0.28%
+2,427
56
$1.28M 0.25%
12,101
+632
57
$1.27M 0.25%
+4,311
58
$1.2M 0.24%
+17,639
59
$1.18M 0.23%
23,207
+3,227
60
$1.13M 0.22%
3,615
-294
61
$1.06M 0.21%
11,404
-44,469
62
$914K 0.18%
7,960
-415
63
$880K 0.17%
5,729
-8,955
64
$830K 0.16%
+19,846
65
$724K 0.14%
8,862
-1,578
66
$671K 0.13%
6,175
-1,153
67
$661K 0.13%
1,241
-7,225
68
$640K 0.13%
6,964
-31
69
$628K 0.12%
55,927
-11,169
70
$614K 0.12%
3,264
-159
71
$582K 0.12%
2,749
+18
72
$516K 0.1%
3,366
-3,237
73
$500K 0.1%
823
-3,260
74
$497K 0.1%
21,470
-74,963
75
$459K 0.09%
15,691
-5,075
1 2
3
4 5