GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $693M
1-Year Est. Return 19.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.86%
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
State Street 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
76
$232K 0.06%
1,464
+21
77
$219K 0.06%
4,374
-1,015
78
$206K 0.05%
16,869
+856
79
– –
-2,976
80
– –
-10,088
81
– –
-32,661
82
– –
-2,477
83
– –
-17,215
84
– –
-5,083
85
– –
-11,132
86
– –
-45,669
87
– –
-3,824
88
– –
-4,507
89
– –
-33,141
90
– –
-983
91
– –
-81,178
92
– –
-2,230
93
– –
-2,219
94
– –
-13,280
95
– –
-10,343
1 2 3
4