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
$107M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$358K
3
+$347K
4
STN icon
Stantec
STN
+$313K
5
NKE icon
Nike
NKE
+$280K

Top Sells

1
+$581K
2
+$486K
3
+$468K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$431K
5
HPP
Hudson Pacific Properties
HPP
+$373K

Sector Composition

1 Technology 10.19%
2 Healthcare 7.23%
3 Industrials 3.68%
4 Communication Services 2.96%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$485K 0.45%
1,777
-223
27
$417K 0.39%
2,898
-20
28
$413K 0.39%
8,612
-2,431
29
$407K 0.38%
7,520
-183
30
$381K 0.36%
33,297
-2,652
31
$374K 0.35%
4,898
+750
32
$371K 0.35%
4,371
+1,979
33
$358K 0.33%
+2,679
34
$347K 0.32%
722
35
$347K 0.32%
+1,286
36
$345K 0.32%
8,176
+3,545
37
$344K 0.32%
1,226
38
$342K 0.32%
3,040
-1,000
39
$337K 0.32%
1,500
40
$324K 0.3%
9,040
-483
41
$315K 0.29%
2,670
42
$313K 0.29%
+7,077
43
$308K 0.29%
8,149
-290
44
$296K 0.28%
2,800
45
$283K 0.26%
25,909
+4,744
46
$280K 0.26%
+2,757
47
$253K 0.24%
6,765
48
$249K 0.23%
873
-344
49
$236K 0.22%
+115
50
$236K 0.22%
+504
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