GWM
Greenhouse Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+13.97%
1 Year Return
+17.78%
3 Year Return
+65.66%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.26%
Holding
133
New
133
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$34.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.97M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$6.25M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.5M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.75% |
| 2 | Communication Services | 3.59% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Industrials | 1.56% |
| 5 | Consumer Staples | 1.15% |
