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
101
-32,011
102
-4,444
103
$0 ﹤0.01%
+10,343