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
FCN icon
276
FTI Consulting
FCN
$5.13B
$63.2K 0.01%
+391
COF icon
277
Capital One
COF
$122B
$59.1K 0.01%
+278
SFM icon
278
Sprouts Farmers Market
SFM
$7.23B
$59.1K 0.01%
+359
NKE icon
279
Nike
NKE
$86.8B
$53.8K 0.01%
+758
ITW icon
280
Illinois Tool Works
ITW
$82.4B
$53.2K 0.01%
+215
ORCL icon
281
Oracle
ORCL
$438B
$52.8K 0.01%
240
-1,536
GEV icon
282
GE Vernova
GEV
$227B
$51.9K 0.01%
+98
VB icon
283
Vanguard Small-Cap ETF
VB
$73.4B
$50.7K 0.01%
+214
VIG icon
284
Vanguard Dividend Appreciation ETF
VIG
$104B
$50.1K 0.01%
+245
ALL icon
285
Allstate
ALL
$55.4B
$44.9K 0.01%
+223
IX icon
286
ORIX
IX
$36.3B
$42.6K 0.01%
1,890
-7,934
IRT icon
287
Independence Realty Trust
IRT
$3.92B
$42.4K 0.01%
+2,396
ENPH icon
288
Enphase Energy
ENPH
$5.59B
$41.6K 0.01%
+1,050
CMCSA icon
289
Comcast
CMCSA
$115B
$40.3K 0.01%
+1,129
FBIN icon
290
Fortune Brands Innovations
FBIN
$6.17B
$40.2K 0.01%
781
-2,519
HLN icon
291
Haleon
HLN
$46.6B
$39.4K 0.01%
+3,796
IWD icon
292
iShares Russell 1000 Value ETF
IWD
$70.2B
$39K 0.01%
+201
ARRY icon
293
Array Technologies
ARRY
$1.12B
$38.8K 0.01%
+6,578
LAND
294
Gladstone Land Corp
LAND
$499M
$38K 0.01%
+3,733
DUOL icon
295
Duolingo
DUOL
$4.45B
$37.7K 0.01%
+92
TSLA icon
296
Tesla
TSLA
$1.52T
$37.2K 0.01%
+117
GS icon
297
Goldman Sachs
GS
$260B
$34.9K 0.01%
49
-629
AVGO icon
298
Broadcom
AVGO
$1.51T
$34.5K 0.01%
+125
MDLZ icon
299
Mondelez International
MDLZ
$75.2B
$33.1K 0.01%
+491
IVT icon
300
InvenTrust Properties
IVT
$2.4B
$30K 0.01%
+1,096