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
$105M
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$204K
3
+$35.3K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.1K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$24.5K

Top Sells

1
+$1.23M
2
+$493K
3
+$217K
4
JNJ icon
Johnson & Johnson
JNJ
+$203K
5
BA icon
Boeing
BA
+$201K

Sector Composition

1 Technology 3.96%
2 Communication Services 3.55%
3 Consumer Discretionary 1.38%
4 Industrials 0.79%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-955
52
– –
-1,233
1 2
3