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
$210M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.39M
3
+$374K
4
ANET icon
Arista Networks
ANET
+$332K
5
MA icon
Mastercard
MA
+$307K

Top Sells

1
+$489K
2
+$477K
3
+$458K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$342K

Sector Composition

1 Technology 5.85%
2 Healthcare 3.76%
3 Industrials 3.16%
4 Communication Services 1.56%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$374K 0.18%
+1,188
27
$332K 0.16%
+7,912
28
$331K 0.16%
4,955
-2,314
29
$323K 0.15%
3,469
-3,674
30
$321K 0.15%
1,000
-4
31
$319K 0.15%
3,087
32
$307K 0.15%
+845
33
$305K 0.15%
+443
34
$300K 0.14%
1,412
35
$291K 0.14%
355
+42
36
$287K 0.14%
+911
37
$284K 0.13%
7,293
-312
38
$280K 0.13%
+4,879
39
$276K 0.13%
+804
40
$275K 0.13%
+1,810
41
$274K 0.13%
+5,546
42
$266K 0.13%
+1,925
43
$262K 0.12%
+3,169
44
$262K 0.12%
2,234
-436
45
$261K 0.12%
+1,057
46
$260K 0.12%
+1,335
47
$260K 0.12%
4,450
-201
48
$259K 0.12%
5,047
+233
49
$259K 0.12%
1,768
+434
50
$258K 0.12%
+1,924
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