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

Top Buys

1
+$6.44M
2
+$5.68M
3
+$4.81M
4
NVS icon
Novartis
NVS
+$4.58M
5
ETN icon
Eaton
ETN
+$4.37M

Top Sells

1
+$57.5M
2
+$5.67M
3
+$4.36M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.85M

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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5