GWM

Greenhouse Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 20.96%
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$219K
3
+$137K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$133K
5
VB icon
Vanguard Small-Cap ETF
VB
+$107K

Top Sells

1
+$722K
2
+$186K
3
+$156K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$86.6K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$74.5K

Sector Composition

1 Technology 3.79%
2 Communication Services 3.36%
3 Consumer Discretionary 1.6%
4 Industrials 0.98%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.19%
838
52
– –
-6,418
53
– –
-10,000
1 2
3