GWM

Greenhouse Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$208K
3
+$204K
4
LULU icon
lululemon athletica
LULU
+$188K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$162K

Top Sells

1
+$288K
2
+$201K
3
+$56.1K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.6K
5
VB icon
Vanguard Small-Cap ETF
VB
+$39.2K

Sector Composition

1 Technology 2.5%
2 Communication Services 1.66%
3 Consumer Discretionary 1.05%
4 Industrials 0.97%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.2%
+2,148
52
$206K 0.19%
+5,107
53
$202K 0.19%
1,306
+6
54
$10.8K 0.01%
50,000
55
– –
-2,801
1 2
3