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
$505M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.68M
3
+$4.81M
4
NVS icon
Novartis
NVS
+$4.58M
5
ETN icon
Eaton
ETN
+$4.37M

Top Sells

1
+$57.5M
2
+$5.67M
3
+$4.36M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.85M

Sector Composition

1 Technology 6.39%
2 Communication Services 2.87%
3 Healthcare 2.71%
4 Consumer Discretionary 2.11%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.07%
3,216
77
$368K 0.07%
17,506
-4,200
78
$360K 0.07%
78
79
$351K 0.07%
2,100
-135
80
$325K 0.06%
1,961
-739
81
$320K 0.06%
1,529
+37
82
$317K 0.06%
1,198
+176
83
$303K 0.06%
+6,677
84
$301K 0.06%
1,766
+50
85
$286K 0.06%
5,655
-411
86
$276K 0.05%
557
+3
87
$268K 0.05%
859
+16
88
$268K 0.05%
3,735
-368
89
$263K 0.05%
6,993
90
$259K 0.05%
2,661
+675
91
$250K 0.05%
5,037
-1,583
92
$237K 0.05%
1,485
-404
93
$236K 0.05%
2,850
+8
94
$232K 0.05%
2,642
-1,034
95
$215K 0.04%
6,282
-159
96
$214K 0.04%
+4,211
97
– –
-10,343
98
– –
-8,243
99
– –
-27,526
100
– –
-21,517
1 2 3
4
5