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
GLDD icon
226
Great Lakes Dredge & Dock
GLDD
$875M
– –
-6,771
GM icon
227
General Motors
GM
$68.7B
– –
-29
IOT icon
228
Samsara
IOT
$21.8B
– –
-2,916
IVT icon
229
InvenTrust Properties
IVT
$2.2B
– –
-1,096
IWD icon
230
iShares Russell 1000 Value ETF
IWD
$67.6B
– –
-201
IWM icon
231
iShares Russell 2000 ETF
IWM
$71.1B
– –
-499
JEF icon
232
Jefferies Financial Group
JEF
$11.7B
– –
-2,490
JHX icon
233
James Hardie Industries
JHX
$11.3B
– –
-6,375
JNPR
234
DELISTED
Juniper Networks
JNPR
– –
-3,883
K icon
235
Kellanova
K
$28.9B
– –
-22
KD icon
236
Kyndryl
KD
$5.86B
– –
-217
LAND
237
Gladstone Land Corp
LAND
$341M
– –
-3,733
LFUS icon
238
Littelfuse
LFUS
$6.31B
– –
-718
LH icon
239
Labcorp
LH
$22B
– –
-532
LNTH icon
240
Lantheus
LNTH
$3.88B
– –
-1,083
LOW icon
241
Lowe's Companies
LOW
$136B
– –
-45
LRCX icon
242
Lam Research
LRCX
$199B
– –
-3,219
LUV icon
243
Southwest Airlines
LUV
$18.3B
– –
-5,514
MAA icon
244
Mid-America Apartment Communities
MAA
$15.8B
– –
-1,302
TECH icon
245
Bio-Techne
TECH
$9.81B
– –
-2,164
TT icon
246
Trane Technologies
TT
$91.2B
– –
-437
TTWO icon
247
Take-Two Interactive
TTWO
$45.6B
– –
-503
TXN icon
248
Texas Instruments
TXN
$159B
– –
-1,062
TYL icon
249
Tyler Technologies
TYL
$19.9B
– –
-456
UAL icon
250
United Airlines
UAL
$33.8B
– –
-4,390
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