GWM
Greenhouse Wealth Management Portfolio holdings
AUM
$167M
1-Year Est. Return
20.96%
1 Year Est. Return
+20.96%
AUM
$167M
AUM Growth
+$11.3M
(+7.3%)
Holding
61
Top Buys
| 1 | +$260K | |
| 2 | +$230K | |
| 3 | +$213K | |
| 4 |
Electronic Arts
EA
|
+$207K |
| 5 |
Exxon Mobil
XOM
|
+$202K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$1.02M | |
| 3 | +$187K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$175K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$123K |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Communication Services | 2.79% |
| 3 | Industrials | 1% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Financials | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Bond Market
BND
$144B
| $234K | 0.14% |
3,140
|
|
||
52
GE Aerospace
GE
$302B
| $230K | 0.14% |
+764
|
|
||
53
Netflix
NFLX
$407B
| $228K | 0.14% |
1,900
|
|
||
54
Take-Two Interactive
TTWO
$45.8B
| $220K | 0.13% |
850
|
|
||
55
Johnson & Johnson
JNJ
$488B
| $218K | 0.13% |
1,177
-150
|
|
||
56
Philip Morris
PM
$233B
| $217K | 0.13% |
1,335
|
|
||
57
Mondelez International
MDLZ
$71.1B
| $216K | 0.13% |
3,454
|
|
||
58
JPMorgan Chase
JPM
$855B
| $213K | 0.13% |
+675
|
|
||
|
59
Electronic Arts
EA
$51B
| $207K | 0.12% |
+1,027
|
|
||
|
60
Exxon Mobil
XOM
$489B
| $202K | 0.12% |
+1,788
|
|
||
61
ESS Tech Inc Warrant
GWH.WS
$778K
| $2.1K | ﹤0.01% |
50,000
|
|