GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $710M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
+$8.9M
2
+$6.43M
3
+$6.05M
4
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$4.3M
5
AAPL icon
Apple
AAPL
+$3.64M

Top Sells

1
+$35M
2
+$13.5M
3
+$6.02M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.83M
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
– –
-4,867
82
– –
-3,795
83
– –
-4,487
84
– –
-19,847
85
– –
-9,233
86
– –
-97,731
87
– –
-2,660
88
– –
-5,679
89
$0 ﹤0.01%
10,343
90
– –
-9,455
91
– –
-7,959
92
– –
-9,310
93
– –
-65,928
94
– –
-7,852
95
– –
-3,319
96
– –
-21,504
97
– –
-11,284
98
– –
-12,394
99
– –
-34,130
100
– –
-15,747
1 2 3
4
5