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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
$693M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.1M
3
+$10.9M
4
VTV icon
Vanguard Value ETF
VTV
+$6.31M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.57M

Top Sells

1
+$20.4M
2
+$13.1M
3
+$5.97M
4
LRCX icon
Lam Research
LRCX
+$4.27M
5
JPM icon
JPMorgan Chase
JPM
+$3.9M

Sector Composition

1 Technology 7.97%
2 Communication Services 3.04%
3 Financials 2.88%
4 Consumer Discretionary 2.48%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
101
iShares MSCI ACWI ETF
ACWI
$32.5B
$306K 0.04%
2,160
IEV icon
102
iShares Europe ETF
IEV
$1.77B
$300K 0.04%
4,376
+1,188
HD icon
103
Home Depot
HD
$327B
$296K 0.04%
859
-438
SPH icon
104
Suburban Propane Partners
SPH
$1.18B
$293K 0.04%
15,800
-5,906
OMC icon
105
Omnicom Group
OMC
$21.9B
$286K 0.04%
3,547
-22,160
IBM icon
106
IBM
IBM
$256B
$285K 0.04%
963
+13
UHS icon
107
Universal Health Services
UHS
$8.86B
$284K 0.04%
1,303
IJS icon
108
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$258K 0.04%
2,269
-4,739
FFOX
109
FundX Future Fund Opportunities ETF
FFOX
$226M
$258K 0.04%
9,450
-58,878
HSBC icon
110
HSBC
HSBC
$318B
$255K 0.04%
3,243
-477
SCHF icon
111
Schwab International Equity ETF
SCHF
$66.2B
$249K 0.04%
10,372
+1,446
MRK icon
112
Merck
MRK
$294B
$247K 0.04%
2,349
-1,798
PG icon
113
Procter & Gamble
PG
$348B
$245K 0.04%
1,707
-91
MA icon
114
Mastercard
MA
$433B
$238K 0.03%
417
-2,123
SPYM
115
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$233K 0.03%
2,906
+91
VEA icon
116
Vanguard FTSE Developed Markets ETF
VEA
$230B
$228K 0.03%
3,653
+272
XOM icon
117
Exxon Mobil
XOM
$609B
$212K 0.03%
1,758
-9,340
CSCO icon
118
Cisco
CSCO
$477B
$204K 0.03%
2,645
-2,312
USHY icon
119
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
– –
-5,667
ADBE icon
120
Adobe
ADBE
$82.5B
– –
-9,641
AXP icon
121
American Express
AXP
$222B
– –
-759
BA icon
122
Boeing
BA
$173B
– –
-1,204
CVS icon
123
CVS Health
CVS
$130B
– –
-14,259
D icon
124
Dominion Energy
D
$59.7B
– –
-3,333
DD icon
125
DuPont de Nemours
DD
$19.5B
– –
-7,631
3 4
5
6 7