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
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.4M
3 +$918K
4
ADSK icon
Autodesk
ADSK
+$569K
5
VZ icon
Verizon
VZ
+$505K

Top Sells

1 +$699K
2 +$458K
3 +$455K
4
GS icon
Goldman Sachs
GS
+$448K
5
HCA icon
HCA Healthcare
HCA
+$431K

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
FCN icon
276
FTI Consulting
FCN
$5.5B
$63.2K 0.01%
+391
COF icon
277
Capital One
COF
$152B
$59.1K 0.01%
+278
SFM icon
278
Sprouts Farmers Market
SFM
$7.65B
$59.1K 0.01%
+359
NKE icon
279
Nike
NKE
$95.3B
$53.8K 0.01%
+758
ITW icon
280
Illinois Tool Works
ITW
$76.4B
$53.2K 0.01%
+215
ORCL icon
281
Oracle
ORCL
$549B
$52.8K 0.01%
240
-1,536
GEV icon
282
GE Vernova
GEV
$185B
$51.9K 0.01%
+98
VB icon
283
Vanguard Small-Cap ETF
VB
$73.7B
$50.7K 0.01%
+214
VIG icon
284
Vanguard Dividend Appreciation ETF
VIG
$105B
$50.1K 0.01%
+245
ALL icon
285
Allstate
ALL
$50.3B
$44.9K 0.01%
+223
IX icon
286
ORIX
IX
$34B
$42.6K 0.01%
1,890
-7,934
IRT icon
287
Independence Realty Trust
IRT
$4.13B
$42.4K 0.01%
+2,396
ENPH icon
288
Enphase Energy
ENPH
$4.58B
$41.6K 0.01%
+1,050
CMCSA icon
289
Comcast
CMCSA
$101B
$40.3K 0.01%
+1,129
FBIN icon
290
Fortune Brands Innovations
FBIN
$7.39B
$40.2K 0.01%
781
-2,519
HLN icon
291
Haleon
HLN
$43.8B
$39.4K 0.01%
+3,796
IWD icon
292
iShares Russell 1000 Value ETF
IWD
$71.6B
$39K 0.01%
+201
ARRY icon
293
Array Technologies
ARRY
$1.47B
$38.8K 0.01%
+6,578
LAND
294
Gladstone Land Corp
LAND
$374M
$38K 0.01%
+3,733
DUOL icon
295
Duolingo
DUOL
$6.94B
$37.7K 0.01%
+92
TSLA icon
296
Tesla
TSLA
$1.46T
$37.2K 0.01%
+117
GS icon
297
Goldman Sachs
GS
$289B
$34.9K 0.01%
49
-629
AVGO icon
298
Broadcom
AVGO
$1.67T
$34.5K 0.01%
+125
MDLZ icon
299
Mondelez International
MDLZ
$73.9B
$33.1K 0.01%
+491
IVT icon
300
InvenTrust Properties
IVT
$2.26B
$30K 0.01%
+1,096