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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$34.3M
2 +$6.97M
3 +$6.25M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.5M
5
VB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25K 0.02%
+297
127
$25K 0.02%
+277
128
$25K 0.02%
+261
129
$24K 0.02%
+803
130
$24K 0.02%
+632
131
$24K 0.02%
+202
132
$22K 0.02%
+1,000
133
$20K 0.02%
+100