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
$106M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$216K
3
+$215K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Top Sells

1
+$296K
2
+$201K
3
+$62.7K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.8K
5
VB icon
Vanguard Small-Cap ETF
VB
+$38.3K

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