GWM
Greenhouse Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+4.1%
1 Year Return
+17.78%
3 Year Return
+65.66%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+1.9%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
78.56%
Holding
64
New
5
Increased
27
Reduced
10
Closed
4
Top Buys
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$1.22M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$765K |
| 3 |
Schwab International Equity ETF
SCHF
|
$542K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$444K |
| 5 |
Vanguard Health Care ETF
VHT
|
$254K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$325K |
| 2 |
Reddit
RDDT
|
$258K |
| 3 |
Johnson & Johnson
JNJ
|
$215K |
| 4 |
Carrier Global
CARR
|
$212K |
| 5 |
Exxon Mobil
XOM
|
$210K |
Sector Composition
| 1 | Technology | 3.01% |
| 2 | Communication Services | 2.11% |
| 3 | Industrials | 1.36% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Financials | 0.62% |
