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

Top Buys

1
+$6.4M
2
+$6.35M
3
+$5.19M
4
ETN icon
Eaton
ETN
+$5M
5
NVS icon
Novartis
NVS
+$4.38M

Top Sells

1
+$57.5M
2
+$5.76M
3
+$4.55M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.48M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.79M

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
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102
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104
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105
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115
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5