GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$926K
4
NVDA icon
NVIDIA
NVDA
+$802K
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$913K
2
+$695K
3
+$653K
4
ADSK icon
Autodesk
ADSK
+$569K
5
NDAQ icon
Nasdaq
NDAQ
+$503K

Sector Composition

1 Technology 4.91%
2 Industrials 2.99%
3 Utilities 2.06%
4 Financials 1.52%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGIT icon
1
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$84.1M 19.27%
1,401,122
+15,423
VOO icon
2
Vanguard S&P 500 ETF
VOO
$800B
$59.6M 13.66%
97,320
-566
QLTY icon
3
GMO US Quality ETF
QLTY
$2.92B
$58.7M 13.46%
1,623,342
-1,570
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$39M 8.93%
424,957
+19,392
GRID icon
5
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.86B
$36.4M 8.35%
241,144
-6,043
GLD icon
6
SPDR Gold Trust
GLD
$141B
$27.8M 6.37%
78,262
-1,208
PHO icon
7
Invesco Water Resources ETF
PHO
$2.14B
$26.6M 6.1%
368,922
-1,047
HEFA icon
8
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.58B
$17.5M 4.02%
442,646
+1,474
AAPL icon
9
Apple
AAPL
$4.23T
$9.22M 2.11%
36,222
+3,016
MSFT icon
10
Microsoft
MSFT
$3.64T
$6.88M 1.58%
13,290
+2,049
VTI icon
11
Vanguard Total Stock Market ETF
VTI
$563B
$5.31M 1.22%
16,194
-733
IVV icon
12
iShares Core S&P 500 ETF
IVV
$731B
$4.92M 1.13%
7,351
-63
JNJ icon
13
Johnson & Johnson
JNJ
$495B
$2.58M 0.59%
13,905
-100
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$3.81T
$2.37M 0.54%
9,763
+1,678
NEE icon
15
NextEra Energy
NEE
$176B
$2.18M 0.5%
28,917
+1,791
NVDA icon
16
NVIDIA
NVDA
$4.41T
$1.53M 0.35%
8,214
+4,297
GOOG icon
17
Alphabet (Google) Class C
GOOG
$3.81T
$1.47M 0.34%
6,025
+1,381
NOC icon
18
Northrop Grumman
NOC
$78.1B
$1.13M 0.26%
1,860
XOM icon
19
Exxon Mobil
XOM
$487B
$1.11M 0.25%
9,855
+2,376
AMZN icon
20
Amazon
AMZN
$2.51T
$1.08M 0.25%
4,921
+2,528
VLTO icon
21
Veralto
VLTO
$25.3B
$1.08M 0.25%
10,096
+4,110
XYL icon
22
Xylem
XYL
$33.9B
$1.03M 0.24%
6,991
+1,058
TTEK icon
23
Tetra Tech
TTEK
$9.02B
$1.01M 0.23%
30,211
+11,754
UNH icon
24
UnitedHealth
UNH
$294B
$1M 0.23%
2,909
+323
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$126B
$989K 0.23%
2,111
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