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
$211M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$494K
3
+$458K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$423K
5
ADSK icon
Autodesk
ADSK
+$400K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
CBOE icon
Cboe Global Markets
CBOE
+$360K
5
NDAQ icon
Nasdaq
NDAQ
+$358K

Sector Composition

1 Technology 6.69%
2 Healthcare 3.86%
3 Industrials 3.15%
4 Financials 1.73%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$400K 0.19%
+1,932
27
$383K 0.18%
4,195
28
$370K 0.18%
4,061
+1,960
29
$360K 0.17%
1,634
-161
30
$340K 0.16%
602
-12
31
$338K 0.16%
2,662
-25
32
$331K 0.16%
+1,111
33
$327K 0.16%
+397
34
$313K 0.15%
+3,272
35
$309K 0.15%
818
36
$300K 0.14%
+616
37
$300K 0.14%
924
-785
38
$290K 0.14%
1,584
+160
39
$289K 0.14%
4,461
-210
40
$279K 0.13%
+909
41
$272K 0.13%
1,131
+62
42
$268K 0.13%
1,397
-15
43
$263K 0.12%
735
-265
44
$261K 0.12%
+715
45
$261K 0.12%
691
+1
46
$259K 0.12%
+6,844
47
$258K 0.12%
979
-114
48
$253K 0.12%
2,044
+75
49
$253K 0.12%
2,908
-67
50
$252K 0.12%
+1,131
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