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
$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
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
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80
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81
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-2,976
83
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85
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88
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92
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– –
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4