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
$123M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$473K
3
+$324K
4
STN icon
Stantec
STN
+$277K
5
WST icon
West Pharmaceutical
WST
+$247K

Top Sells

1
+$24M
2
+$8.76M
3
+$7.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.03M

Sector Composition

1 Technology 10.31%
2 Healthcare 5.13%
3 Communication Services 4.24%
4 Industrials 3.64%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$532K 0.43%
24,468
-1,522
27
$528K 0.43%
1,900
28
$502K 0.41%
4,456
29
$496K 0.4%
6,916
-480
30
$473K 0.38%
+18,141
31
$464K 0.38%
4,148
-878
32
$457K 0.37%
26,441
-6,353
33
$435K 0.35%
1,226
-300
34
$373K 0.3%
2,768
35
$364K 0.29%
6,489
+272
36
$340K 0.28%
1,500
-54
37
$329K 0.27%
5,865
38
$324K 0.26%
+1,410
39
$317K 0.26%
1,324
40
$311K 0.25%
2,670
41
$306K 0.25%
7,290
+801
42
$292K 0.24%
1,663
+171
43
$290K 0.23%
2,031
-258
44
$277K 0.22%
+6,216
45
$268K 0.22%
3,844
-778
46
$265K 0.21%
9,516
-1,616
47
$252K 0.2%
3,562
-931
48
$247K 0.2%
+689
49
$246K 0.2%
622
50
$245K 0.2%
+1,583
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