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
$214M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.45M
3
+$458K
4
V icon
Visa
V
+$447K
5
JNJ icon
Johnson & Johnson
JNJ
+$434K

Top Sells

1
+$415K
2
+$332K
3
+$305K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$291K
5
DOV icon
Dover
DOV
+$275K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.79%
3 Industrials 3.34%
4 Financials 2.42%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$440K 0.21%
2,903
-50
27
$429K 0.2%
1,381
+94
28
$416K 0.19%
4,195
29
$382K 0.18%
+1,795
30
$369K 0.17%
1,000
31
$360K 0.17%
2,609
+685
32
$358K 0.17%
+7,187
33
$350K 0.16%
2,687
-400
34
$336K 0.16%
+3,778
35
$331K 0.15%
818
+300
36
$331K 0.15%
614
-457
37
$326K 0.15%
+1,093
38
$323K 0.15%
4,783
-172
39
$305K 0.14%
4,671
+221
40
$300K 0.14%
2,975
-494
41
$300K 0.14%
1,038
-19
42
$298K 0.14%
1,412
43
$297K 0.14%
845
-343
44
$281K 0.13%
1,969
+201
45
$277K 0.13%
+796
46
$276K 0.13%
1,329
+129
47
$271K 0.13%
+6,382
48
$265K 0.12%
932
+39
49
$265K 0.12%
1,585
+30
50
$263K 0.12%
+690
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2
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