GWM
Greenhouse Wealth Management Portfolio holdings
AUM
$155M
1-Year Est. Return
17.78%
1 Year Est. Return
+17.78%
AUM
$155M
AUM Growth
+$21.4M
(+16%)
Holding
60
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.01M | |
| 3 | +$1.26M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.06M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$648K |
Top Sells
| 1 | +$656K | |
| 2 | +$653K | |
| 3 | +$299K | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$247K |
| 5 |
Norfolk Southern
NSC
|
+$213K |
Sector Composition
| 1 | Technology | 2.76% |
| 2 | Communication Services | 2.24% |
| 3 | Consumer Discretionary | 0.89% |
| 4 | Industrials | 0.88% |
| 5 | Consumer Staples | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 Value ETF
IWD
$64.8B
| $235K | 0.15% |
1,212
+3
|
|
||
52
Mondelez International
MDLZ
$80.2B
| $233K | 0.15% |
3,454
|
|
||
53
Vanguard Total Bond Market
BND
$138B
| $230K | 0.15% |
3,140
|
|
||
54
Take-Two Interactive
TTWO
$47.1B
| $206K | 0.13% |
+850
|
|
||
55
Johnson & Johnson
JNJ
$465B
| $203K | 0.13% |
1,327
|
|
||
56
Rigetti Computing
RGTI
$11.7B
| $162K | 0.1% |
+14,611
|
|
||
57
ESS Tech Inc Warrant
GWH.WS
$1.6M
| $1.99K | ﹤0.01% |
50,000
|
|
||
58
Eli Lilly
LLY
$728B
| – | – |
-794
|
|
||
|
59
Norfolk Southern
NSC
$64.8B
| – | – |
-900
|
|
||
60
Exxon Mobil
XOM
$489B
| – | – |
-1,788
|
|