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
$99.3M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$845K
3
+$751K
4
VUG icon
Vanguard Growth ETF
VUG
+$470K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K

Top Sells

1
+$697K
2
+$411K
3
+$399K
4
DIS icon
Walt Disney
DIS
+$246K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$190K

Sector Composition

1 Technology 2.06%
2 Communication Services 1.32%
3 Industrials 1.04%
4 Consumer Discretionary 0.78%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14K 0.01%
50,000
52
– –
-2,607
53
– –
-9,383
1 2
3