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

Top Buys

1
+$1.78M
2
+$1.06M
3
+$926K
4
NVDA icon
NVIDIA
NVDA
+$802K
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$913K
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
WTRG icon
26
Essential Utilities
WTRG
$11B
$955K 0.22%
23,933
+11,972
SBS icon
27
Sabesp
SBS
$18.4B
$953K 0.22%
38,295
+14,362
TBIL
28
US Treasury 3 Month Bill ETF
TBIL
$6.33B
$928K 0.21%
18,568
+2,192
AWK icon
29
American Water Works
AWK
$25.5B
$918K 0.21%
6,595
+3,239
NVO icon
30
Novo Nordisk
NVO
$211B
$894K 0.2%
16,113
-1,000
PNR icon
31
Pentair
PNR
$17.2B
$871K 0.2%
7,861
+2,823
AAON icon
32
Aaon
AAON
$7.43B
$848K 0.19%
9,074
-445
JPM icon
33
JPMorgan Chase
JPM
$838B
$829K 0.19%
2,628
+50
NUBD icon
34
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
$825K 0.19%
36,753
+2,532
HON icon
35
Honeywell
HON
$123B
$791K 0.18%
3,760
+906
IBM icon
36
IBM
IBM
$282B
$760K 0.17%
2,693
+623
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.17%
1
STN icon
38
Stantec
STN
$10.8B
$743K 0.17%
6,897
+1,636
CNM icon
39
Core & Main
CNM
$9.34B
$723K 0.17%
13,439
+3,189
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.09T
$713K 0.16%
1,418
-400
FBTC icon
41
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$585K 0.13%
5,865
+1,354
META icon
42
Meta Platforms (Facebook)
META
$1.63T
$581K 0.13%
791
+652
PG icon
43
Procter & Gamble
PG
$341B
$576K 0.13%
3,751
+780
WMS icon
44
Advanced Drainage Systems
WMS
$11.8B
$573K 0.13%
4,130
+1,610
AVGO icon
45
Broadcom
AVGO
$1.8T
$557K 0.13%
1,688
+1,563
SWIM icon
46
Latham Group
SWIM
$826M
$554K 0.13%
72,789
+41,784
TSM icon
47
TSMC
TSM
$1.51T
$510K 0.12%
1,824
+161
ED icon
48
Consolidated Edison
ED
$35B
$505K 0.12%
5,026
+2,794
HD icon
49
Home Depot
HD
$352B
$495K 0.11%
1,222
+728
QQQ icon
50
Invesco QQQ Trust
QQQ
$407B
$477K 0.11%
794
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