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
$112M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$212K
3
+$200K
4
GWH.WS icon
ESS Tech Inc Warrant
GWH.WS
+$127K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$63.9K

Top Sells

1
+$2.29M
2
+$818K
3
+$771K
4
VZ icon
Verizon
VZ
+$231K
5
VTV icon
Vanguard Value ETF
VTV
+$160K

Sector Composition

1 Communication Services 3.3%
2 Technology 2.73%
3 Consumer Discretionary 1.47%
4 Industrials 0.79%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.18%
+2,291
52
$127K 0.11%
+50,000
53
– –
-4,277
1 2
3