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
$97M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$777K
2
+$495K
3
+$402K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$262K

Top Sells

1
+$1.88M
2
+$1.02M
3
+$951K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$413K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$406K

Sector Composition

1 Technology 10.76%
2 Healthcare 6.75%
3 Industrials 3.51%
4 Financials 3.18%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$390K 0.4%
38,996
+5,699
27
$375K 0.39%
1,744
-1,803
28
$374K 0.39%
2,953
+55
29
$370K 0.38%
1,353
+67
30
$369K 0.38%
1,379
-398
31
$355K 0.37%
4,237
-661
32
$352K 0.36%
744
+22
33
$350K 0.36%
3,087
+287
34
$334K 0.34%
10,259
+1,219
35
$332K 0.34%
3,178
+138
36
$328K 0.34%
1,226
37
$314K 0.32%
3,919
-4,148
38
$287K 0.3%
2,670
39
$281K 0.29%
9,512
+1,363
40
$265K 0.27%
+389
41
$264K 0.27%
9,457
+894
42
$262K 0.27%
+1,437
43
$257K 0.26%
+903
44
$252K 0.26%
1,842
+4
45
$252K 0.26%
+10,786
46
$242K 0.25%
+5,551
47
$234K 0.24%
+1,230
48
$226K 0.23%
+3,985
49
$225K 0.23%
+2,356
50
$223K 0.23%
+20,209
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