GWM

Greenhouse Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$216K
3
+$215K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Top Sells

1
+$296K
2
+$201K
3
+$62.7K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.8K
5
VB icon
Vanguard Small-Cap ETF
VB
+$38.3K

Sector Composition

1 Technology 2.5%
2 Communication Services 1.66%
3 Consumer Discretionary 1.05%
4 Industrials 0.97%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.55%
2,385
-112
27
$580K 0.55%
7,476
-38
28
$493K 0.47%
7,048
+25
29
$493K 0.47%
1,278
+1
30
$484K 0.46%
1,024
31
$462K 0.44%
4,440
32
$391K 0.37%
1,642
+3
33
$390K 0.37%
8,130
34
$389K 0.37%
1,653
35
$353K 0.33%
3,420
36
$342K 0.32%
6,835
+25
37
$321K 0.3%
6,139
+43
38
$307K 0.29%
893
39
$298K 0.28%
23,659
+281
40
$286K 0.27%
2,115
+9
41
$258K 0.24%
2,636
42
$253K 0.24%
1,664
43
$252K 0.24%
1,121
+2
44
$247K 0.23%
497
+1
45
$241K 0.23%
3,454
46
$240K 0.23%
6,548
+17
47
$236K 0.22%
1,547
+5
48
$223K 0.21%
4,992
49
$219K 0.21%
+600
50
$216K 0.2%
+2,329
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