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
$651M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$20M
2 +$17M
3 +$9.48M
4
ORCL icon
Oracle
ORCL
+$4.93M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.74M

Sector Composition

1 Technology 7.94%
2 Communication Services 3.51%
3 Healthcare 2.77%
4 Financials 2.6%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVX icon
101
Chevron
CVX
$308B
$500K 0.08%
3,220
+1,175
FFLS icon
102
The Future Fund Long/Short ETF
FFLS
$39.5M
$486K 0.07%
+19,152
WMT icon
103
Walmart
WMT
$859B
$451K 0.07%
4,373
+2,073
EEM icon
104
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$447K 0.07%
8,377
+1,758
RYAN icon
105
Ryan Specialty Holdings
RYAN
$6.77B
$434K 0.07%
7,701
BKNG icon
106
Booking.com
BKNG
$164B
$430K 0.07%
80
+2
SPH icon
107
Suburban Propane Partners
SPH
$1.23B
$405K 0.06%
21,706
USTB icon
108
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.57B
$387K 0.06%
7,590
+2,314
VZ icon
109
Verizon
VZ
$171B
$363K 0.06%
8,270
+743
CRWD icon
110
CrowdStrike
CRWD
$122B
$358K 0.06%
+729
MRK icon
111
Merck
MRK
$212B
$348K 0.05%
+4,147
CSCO icon
112
Cisco
CSCO
$277B
$339K 0.05%
+4,957
TRV icon
113
Travelers Companies
TRV
$58.4B
$336K 0.05%
1,205
ABT icon
114
Abbott
ABT
$224B
$332K 0.05%
+2,480
PDEC icon
115
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$321K 0.05%
7,639
BAC icon
116
Bank of America
BAC
$376B
$311K 0.05%
+6,020
ACWI icon
117
iShares MSCI ACWI ETF
ACWI
$22.9B
$299K 0.05%
2,160
C icon
118
Citigroup
C
$174B
$285K 0.04%
+2,808
PG icon
119
Procter & Gamble
PG
$354B
$276K 0.04%
1,798
+28
DHI icon
120
D.R. Horton
DHI
$45.8B
$276K 0.04%
+1,628
IBM icon
121
IBM
IBM
$262B
$268K 0.04%
+950
UHS icon
122
Universal Health Services
UHS
$13B
$266K 0.04%
+1,303
HSBC icon
123
HSBC
HSBC
$227B
$264K 0.04%
3,720
-28
BA icon
124
Boeing
BA
$161B
$260K 0.04%
+1,204
KO icon
125
Coca-Cola
KO
$295B
$257K 0.04%
3,882
+121