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
$710M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.74M
3
+$5.09M
4
VMC icon
Vulcan Materials
VMC
+$4.51M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$4.08M

Top Sells

1
+$6.3M
2
+$4.01M
3
+$3.76M
4
HCA icon
HCA Healthcare
HCA
+$3.63M
5
NU icon
Nu Holdings
NU
+$3.57M

Sector Composition

1 Technology 8.13%
2 Communication Services 3.75%
3 Financials 2.37%
4 Consumer Discretionary 1.68%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVS icon
101
Novartis
NVS
$282B
$363K 0.05%
2,376
-68
TRV icon
102
Travelers Companies
TRV
$64.1B
$355K 0.05%
1,218
+11
EEM icon
103
iShares MSCI Emerging Markets ETF
EEM
$27.6B
$341K 0.05%
6,012
-2,333
VEA icon
104
Vanguard FTSE Developed Markets ETF
VEA
$218B
$332K 0.05%
5,179
+1,526
IJS icon
105
iShares S&P Small-Cap 600 Value ETF
IJS
$7.67B
$330K 0.05%
2,789
+520
PDEC icon
106
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$325K 0.05%
7,639
MRK icon
107
Merck
MRK
$278B
$307K 0.04%
2,556
+207
ACWI icon
108
iShares MSCI ACWI ETF
ACWI
$30.8B
$299K 0.04%
2,160
HD icon
109
Home Depot
HD
$343B
$295K 0.04%
898
+39
BKNG icon
110
Booking.com
BKNG
$151B
$290K 0.04%
1,725
-275
VTEB icon
111
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.1B
$283K 0.04%
5,676
-8,688
ISRG icon
112
Intuitive Surgical
ISRG
$160B
$274K 0.04%
594
+16
PG icon
113
Procter & Gamble
PG
$331B
$270K 0.04%
1,872
+165
MPLX icon
114
MPLX
MPLX
$56.3B
$263K 0.04%
4,610
-41,567
IEV icon
115
iShares Europe ETF
IEV
$1.71B
$262K 0.04%
3,854
-522
GE icon
116
GE Aerospace
GE
$300B
$259K 0.04%
+913
ABT icon
117
Abbott
ABT
$161B
$258K 0.04%
2,513
-45
SCHF icon
118
Schwab International Equity ETF
SCHF
$62.1B
$251K 0.04%
10,161
-211
FFOX
119
FundX Future Fund Opportunities ETF
FFOX
$218M
$249K 0.04%
9,450
BSV icon
120
Vanguard Short-Term Bond ETF
BSV
$44.4B
$239K 0.03%
+3,050
IBM icon
121
IBM
IBM
$240B
$239K 0.03%
984
+21
UPS icon
122
United Parcel Service
UPS
$90.3B
$237K 0.03%
+2,409
UHS icon
123
Universal Health Services
UHS
$10.9B
$233K 0.03%
1,304
+1
CSCO icon
124
Cisco
CSCO
$354B
$219K 0.03%
2,821
+176
GEV icon
125
GE Vernova
GEV
$267B
$214K 0.03%
+245
2 3 4
5
6