GSWM
Greenup Street Wealth Management Portfolio holdings
AUM
$710M
1-Year Est. Return
19.59%
This Fund
S&P 500
1 Year Est. Return
+19.59%
AUM
$710M
AUM Growth
+$17.8M
(+2.6%)
Holding
138
Top Buys
| 1 | +$9.56M | |
| 2 | +$5.74M | |
| 3 | +$5.09M | |
| 4 |
Vulcan Materials
VMC
|
+$4.51M |
| 5 |
First Trust Emerging Markets AlphaDEX Fund
FEM
|
+$4.08M |
Top Sells
| 1 | +$6.3M | |
| 2 | +$4.01M | |
| 3 | +$3.76M | |
| 4 |
HCA Healthcare
HCA
|
+$3.63M |
| 5 |
Nu Holdings
NU
|
+$3.57M |
Sector Composition
| 1 | Technology | 8.13% |
| 2 | Communication Services | 3.75% |
| 3 | Financials | 2.37% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Healthcare | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Simon Property Group
SPG
$66.5B
| $207K | 0.03% |
+1,109
|
|
||
127
iShares Core MSCI EAFE ETF
IEFA
$179B
| $204K | 0.03% |
+2,249
|
|
||
128
Ryan Specialty Holdings
RYAN
$4.92B
| – | – |
-7,701
|
|
||
|
129
Nu Holdings
NU
$73.2B
| – | – |
-213,268
|
|
||
130
Eli Lilly
LLY
$807B
| – | – |
-2,516
|
|
||
131
HSBC
HSBC
$311B
| – | – |
-3,243
|
|
||
|
132
HCA Healthcare
HCA
$105B
| – | – |
-7,785
|
|
||
133
Gilead Sciences
GILD
$165B
| – | – |
-19,408
|
|
||
134
General Dynamics
GD
$88.2B
| – | – |
-6,207
|
|
||
135
First Trust Financials AlphaDEX Fund
FXO
$1.1B
| – | – |
-62,361
|
|
||
136
First Solar
FSLR
$20.1B
| – | – |
-11,805
|
|
||
137
Applied Materials
AMAT
$313B
| – | – |
-12,743
|
|
||
138
Airbnb
ABNB
$85.5B
| – | – |
-10,324
|
|