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
$436M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.05M
3
+$921K
4
NVDA icon
NVIDIA
NVDA
+$749K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$869K
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
EFX icon
276
Equifax
EFX
$24.7B
– –
-686
EIX icon
277
Edison International
EIX
$28.5B
– –
-36
EMN icon
278
Eastman Chemical
EMN
$8.37B
– –
-12
ENB icon
279
Enbridge
ENB
$117B
– –
-1,581
ENPH icon
280
Enphase Energy
ENPH
$5.54B
– –
-1,050
ESE icon
281
ESCO Technologies
ESE
$7.11B
– –
-1,005
EW icon
282
Edwards Lifesciences
EW
$49.1B
– –
-4,474
EXP icon
283
Eagle Materials
EXP
$6.65B
– –
-672
F icon
284
Ford
F
$52B
– –
-29,877
FAST icon
285
Fastenal
FAST
$52.8B
– –
-5,470
FBIN icon
286
Fortune Brands Innovations
FBIN
$6.05B
– –
-781
FCN icon
287
FTI Consulting
FCN
$5.07B
– –
-391
FDX icon
288
FedEx
FDX
$89.4B
– –
-116
FELE icon
289
Franklin Electric
FELE
$4.41B
– –
-770
FFIV icon
290
F5
FFIV
$15.8B
– –
-568
FITB
291
Fifth Third Bancorp
FITB
$44.4B
– –
-8
FSLR icon
292
First Solar
FSLR
$21.3B
– –
-502
GIB icon
293
CGI
GIB
$15.7B
– –
-1,607
GILD icon
294
Gilead Sciences
GILD
$182B
– –
-1,551
GIS icon
295
General Mills
GIS
$23.4B
– –
-1,428
GL icon
296
Globe Life
GL
$11.4B
– –
-1,549
GPC icon
297
Genuine Parts
GPC
$15.9B
– –
-12
GRMN icon
298
Garmin
GRMN
$47.9B
– –
-32
GSK icon
299
GSK
GSK
$113B
– –
-3,256
GTLS icon
300
Chart Industries
GTLS
$9.31B
– –
-995
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12
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