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
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$832K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$353K
5
AAPL icon
Apple
AAPL
+$342K

Top Sells

1
+$3.93M
2
+$1.34M
3
+$504K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$492K
5
INTU icon
Intuit
INTU
+$435K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.74%
3 Financials 4.68%
4 Industrials 3.94%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 0.45%
10,898
-3,518
27
$553K 0.45%
11,043
-1,857
28
$551K 0.44%
4,040
+541
29
$539K 0.43%
1,500
30
$468K 0.38%
+9,414
31
$467K 0.38%
35,949
+3,711
32
$456K 0.37%
2,800
-800
33
$446K 0.36%
2,918
+150
34
$444K 0.36%
1,226
-203
35
$431K 0.35%
9,523
-705
36
$420K 0.34%
7,703
+3,755
37
$416K 0.33%
722
+100
38
$399K 0.32%
8,439
+1,044
39
$377K 0.3%
4,148
40
$373K 0.3%
13,343
+697
41
$367K 0.3%
8,096
+818
42
$353K 0.28%
+2,106
43
$342K 0.28%
2,670
-213
44
$337K 0.27%
+2,082
45
$335K 0.27%
6,765
46
$320K 0.26%
5,570
+1,079
47
$318K 0.26%
+1,217
48
$300K 0.24%
+713
49
$296K 0.24%
+1,243
50
$296K 0.24%
+2,934
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