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
$133M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$296K
2
+$228K
3
+$217K
4
XOM icon
Exxon Mobil
XOM
+$208K
5
MRK icon
Merck
MRK
+$203K

Top Sells

1
+$1.33M
2
+$340K
3
+$215K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$207K
5
VHT icon
Vanguard Health Care ETF
VHT
+$154K

Sector Composition

1 Technology 2.59%
2 Communication Services 1.98%
3 Consumer Discretionary 1.11%
4 Industrials 0.84%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.18%
3,454
52
$234K 0.18%
600
53
$228K 0.17%
+3,140
54
$218K 0.16%
4,992
55
$217K 0.16%
+1,200
56
$209K 0.16%
1,320
-3
57
$208K 0.16%
+1,788
58
$203K 0.15%
+1,542
59
$3.77K ﹤0.01%
50,000
60
– –
-825
1 2
3