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
$135M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.22M
3
+$992K
4
DLR icon
Digital Realty Trust
DLR
+$504K
5
INTU icon
Intuit
INTU
+$435K

Top Sells

1
+$3.51M
2
+$1.04M
3
+$968K
4
VUG icon
Vanguard Growth ETF
VUG
+$528K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$487K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.64%
3 Real Estate 4.74%
4 Communication Services 3.76%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$682K 0.51%
12,900
-8,968
27
$672K 0.5%
26,161
+4,042
28
$667K 0.49%
3,600
+400
29
$574K 0.43%
4,436
30
$569K 0.42%
1,429
+203
31
$568K 0.42%
3,474
32
$554K 0.41%
3,499
-142
33
$528K 0.39%
1,500
34
$520K 0.39%
32,238
+2,150
35
$504K 0.37%
+2,854
36
$485K 0.36%
4,148
-2,140
37
$453K 0.34%
2,768
38
$435K 0.32%
+678
39
$418K 0.31%
6,605
+611
40
$407K 0.3%
6,745
+3,183
41
$393K 0.29%
7,395
+500
42
$378K 0.28%
10,228
+1,526
43
$378K 0.28%
+1,811
44
$378K 0.28%
+2,651
45
$374K 0.28%
+28,626
46
$372K 0.28%
+1,347
47
$365K 0.27%
1,999
+100
48
$359K 0.27%
+1,780
49
$353K 0.26%
622
50
$353K 0.26%
2,883
+213
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