GWM
Gitterman Wealth Management Portfolio holdings
AUM
$436M
1-Year Est. Return
11.66%
This Fund
S&P 500
1 Year Est. Return
+11.66%
AUM
$429M
AUM Growth
+$52.7M
(+14%)
Holding
351
Top Buys
| 1 | +$1.45M | |
| 2 | +$1.29M | |
| 3 | +$908K | |
| 4 |
Autodesk
ADSK
|
+$522K |
| 5 |
Verizon
VZ
|
+$506K |
Top Sells
| 1 | +$611K | |
| 2 | +$447K | |
| 3 | +$431K | |
| 4 |
Consolidated Edison
ED
|
+$377K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Target
TGT
$54.4B
| – | – |
-3,067
|
|