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
$200M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$10.4M
3
+$489K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
PFE icon
Pfizer
PFE
+$288K

Top Sells

1
+$429K
2
+$402K
3
+$355K
4
AAON icon
Aaon
AAON
+$301K
5
NLSN
Nielsen Holdings plc
NLSN
+$264K

Sector Composition

1 Technology 5.54%
2 Healthcare 4.25%
3 Industrials 2.38%
4 Financials 1.53%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$422K 0.21%
3,149
-29
27
$417K 0.21%
4,370
-2,639
28
$416K 0.21%
4,195
-42
29
$406K 0.2%
1,283
-70
30
$371K 0.19%
+2,734
31
$342K 0.17%
11,819
+2,307
32
$340K 0.17%
744
33
$322K 0.16%
2,670
34
$300K 0.15%
7,605
-3,082
35
$291K 0.15%
2,647
+291
36
$288K 0.14%
+5,613
37
$283K 0.14%
10,262
+3
38
$269K 0.13%
+1,412
39
$268K 0.13%
+6,805
40
$267K 0.13%
1,004
-222
41
$265K 0.13%
+1,599
42
$265K 0.13%
7,529
-18
43
$263K 0.13%
+3,359
44
$259K 0.13%
3,087
45
$257K 0.13%
+1,501
46
$256K 0.13%
+3,192
47
$254K 0.13%
+103
48
$251K 0.13%
+740
49
$248K 0.12%
+2,122
50
$246K 0.12%
11,801
+1,015
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