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
$124M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$224K
2
+$222K
3
+$215K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$70.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$61K

Top Sells

1
+$352K
2
+$210K
3
+$86.8K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$48K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$36.4K

Sector Composition

1 Technology 2.57%
2 Communication Services 1.92%
3 Consumer Discretionary 1.1%
4 Industrials 1.01%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.18%
+2,636
52
$215K 0.17%
+825
53
$207K 0.17%
1,323
+6
54
$201K 0.16%
4,992
55
$4.08K ﹤0.01%
50,000
56
– –
-1,788
1 2
3