GWM

Greenhouse Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 17.78%
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.2M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$609K
3 +$534K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$259K
5
COST icon
Costco
COST
+$225K

Top Sells

1 +$219K
2 +$43.8K
3 +$6.24K

Sector Composition

1 Communication Services 2.99%
2 Technology 2.38%
3 Industrials 1.35%
4 Consumer Discretionary 0.9%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.22%
+4,020
52
$17K 0.02%
50,000
53
-600