GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.29M
3 +$908K
4
ADSK icon
Autodesk
ADSK
+$522K
5
VZ icon
Verizon
VZ
+$506K

Top Sells

1 +$611K
2 +$447K
3 +$431K
4
ED icon
Consolidated Edison
ED
+$377K
5
HSY icon
Hershey
HSY
+$368K

Sector Composition

1 Technology 5.15%
2 Industrials 3.52%
3 Healthcare 2.34%
4 Financials 2.33%
5 Utilities 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSL icon
251
Carlisle Companies
CSL
$15.3B
$96.3K 0.02%
+258
BC icon
252
Brunswick
BC
$4.79B
$95K 0.02%
+1,719
BABA icon
253
Alibaba
BABA
$310B
$94.9K 0.02%
+837
AOS icon
254
A.O. Smith
AOS
$9.93B
$93.4K 0.02%
+1,424
VCEL icon
255
Vericel Corp
VCEL
$1.72B
$89.7K 0.02%
+2,109
TREX icon
256
Trex
TREX
$4.11B
$89.5K 0.02%
+1,645
LNTH icon
257
Lantheus
LNTH
$5.04B
$88.7K 0.02%
+1,083
NVR icon
258
NVR
NVR
$19.8B
$88.6K 0.02%
+12
CGNX icon
259
Cognex
CGNX
$8.46B
$86.2K 0.02%
+2,716
AMP icon
260
Ameriprise Financial
AMP
$43B
$85.4K 0.02%
+160
MSEX icon
261
Middlesex Water
MSEX
$1B
$84.9K 0.02%
+1,566
FSLR icon
262
First Solar
FSLR
$20.6B
$83.1K 0.02%
+502
GLDD icon
263
Great Lakes Dredge & Dock
GLDD
$1.13B
$82.5K 0.02%
6,771
-5,917
IJR icon
264
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$78.7K 0.02%
+720
GIS icon
265
General Mills
GIS
$23.4B
$74K 0.02%
+1,428
C icon
266
Citigroup
C
$191B
$72.4K 0.02%
850
-2,019
ARE icon
267
Alexandria Real Estate Equities
ARE
$9.03B
$72.2K 0.02%
+994
ENB icon
268
Enbridge
ENB
$117B
$71.7K 0.02%
+1,581
RVTY icon
269
Revvity
RVTY
$10.8B
$71.3K 0.02%
+736
MMM icon
270
3M
MMM
$82B
$69.9K 0.02%
+458
CION icon
271
CION Investment
CION
$419M
$69.9K 0.02%
+7,300
FELE icon
272
Franklin Electric
FELE
$4.32B
$69.1K 0.02%
+770
AZTA icon
273
Azenta
AZTA
$1.14B
$67.8K 0.02%
+2,204
HASI icon
274
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.67B
$67K 0.02%
+2,493
AIZ icon
275
Assurant
AIZ
$11.3B
$66.2K 0.02%
+333