GSWM

Greenup Street Wealth Management Portfolio holdings

AUM $693M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
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 +$10.4M
3 +$9.82M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.47M
5
TSM icon
TSMC
TSM
+$5.55M

Top Sells

1 +$19.8M
2 +$8.88M
3 +$4.74M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.21M
5
NVS icon
Novartis
NVS
+$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
-18,819
102
-32,011
103
$0 ﹤0.01%
+10,343