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
$710M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$5.74M
3 +$5.09M
4
VMC icon
Vulcan Materials
VMC
+$4.51M
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$4.08M

Top Sells

1 +$6.3M
2 +$4.01M
3 +$3.76M
4
HCA icon
HCA Healthcare
HCA
+$3.63M
5
NU icon
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%

No holdings matched the selected filter criteria.