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
$124M
AUM Growth
+$977K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$326K
3
+$300K
4
CVS icon
CVS Health
CVS
+$261K
5
BABA icon
Alibaba
BABA
+$253K

Top Sells

1
+$1.95M
2
+$684K
3
+$488K
4
LLY icon
Eli Lilly
LLY
+$324K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$322K

Sector Composition

1 Technology 10.14%
2 Healthcare 5.39%
3 Communication Services 4.22%
4 Industrials 3.09%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$572K 0.46%
22,119
+3,978
27
$538K 0.43%
4,436
-20
28
$526K 0.42%
3,200
29
$519K 0.42%
1,900
30
$504K 0.4%
6,937
+21
31
$489K 0.39%
30,088
+3,647
32
$439K 0.35%
1,226
33
$388K 0.31%
1,500
34
$387K 0.31%
2,768
35
$369K 0.3%
6,895
+406
36
$347K 0.28%
4,776
+1,531
37
$338K 0.27%
8,702
+1,412
38
$326K 0.26%
+5,994
39
$324K 0.26%
15,899
-8,569
40
$317K 0.25%
6,751
+535
41
$315K 0.25%
11,985
+2,469
42
$312K 0.25%
5,865
43
$306K 0.25%
2,670
44
$300K 0.24%
+780
45
$291K 0.23%
1,324
46
$280K 0.22%
4,230
+386
47
$279K 0.22%
622
48
$261K 0.21%
+3,073
49
$253K 0.2%
+1,711
50
$253K 0.2%
57,214
+6,666
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