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
$503M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.1M
3
+$9.77M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.09M
5
TSM icon
TSMC
TSM
+$5.66M

Top Sells

1
+$20M
2
+$8.74M
3
+$4.65M
4
NVS icon
Novartis
NVS
+$4.14M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.14M

Sector Composition

1 Technology 7.36%
2 Consumer Discretionary 3.44%
3 Communication Services 2.63%
4 Financials 2.44%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.07%
4,782
+1,814
77
$324K 0.06%
2,235
-6,982
78
$317K 0.06%
557
79
$309K 0.06%
1,889
+72
80
$305K 0.06%
+6,066
81
$297K 0.06%
+843
82
$289K 0.06%
554
+7
83
$288K 0.06%
1,716
+27
84
$269K 0.05%
6,993
85
$265K 0.05%
1,492
+42
86
$257K 0.05%
3,329
87
$255K 0.05%
4,103
+845
88
$246K 0.05%
1,022
-11
89
$245K 0.05%
2,842
+61
90
$235K 0.05%
703
-6,521
91
$224K 0.04%
+6,441
92
$216K 0.04%
1,986
-42,776
93
– –
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94
– –
-6,131
95
– –
-12,059
96
– –
-4,223
97
– –
-35,979
98
– –
-15,690
99
– –
-9,824
100
– –
-18,819
1 2 3
4
5