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
76
$227K 0.06%
6,957
-975
77
$226K 0.06%
1,443
78
$225K 0.06%
+2,230
79
$214K 0.06%
3,824
-7,802
80
$201K 0.06%
+2,477
81
$0 ﹤0.01%
10,343
82
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83
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1 2 3
4
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