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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$34.9M
3
+$13.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$10.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.41%
2 Healthcare 3.63%
3 Communication Services 3.2%
4 Financials 2.49%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.36%
+7,396
27
$549K 0.35%
+5,026
28
$491K 0.32%
+3,474
29
$487K 0.31%
+1,526
30
$485K 0.31%
+1,900
31
$472K 0.3%
+32,794
32
$426K 0.27%
+4,456
33
$375K 0.24%
+5,865
34
$375K 0.24%
+2,768
35
$349K 0.23%
+6,217
36
$346K 0.22%
+1,554
37
$337K 0.22%
+1,324
38
$333K 0.21%
+2,396
39
$327K 0.21%
+4,493
40
$310K 0.2%
+1,641
41
$305K 0.2%
+2,670
42
$304K 0.2%
+6,489
43
$304K 0.2%
+2,289
44
$303K 0.2%
+4,622
45
$302K 0.19%
+11,132
46
$278K 0.18%
+1,972
47
$275K 0.18%
+1,492
48
$268K 0.17%
+2,008
49
$265K 0.17%
+5,832
50
$256K 0.17%
+1,709
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