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
$224M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.11M
3
+$514K
4
ADBE icon
Adobe
ADBE
+$500K
5
AOS icon
A.O. Smith
AOS
+$418K

Top Sells

1
+$494K
2
+$400K
3
+$390K
4
DHR icon
Danaher
DHR
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$333K

Sector Composition

1 Technology 7.43%
2 Industrials 4.05%
3 Healthcare 3.95%
4 Financials 1.77%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$461K 0.21%
1,582
+658
27
$418K 0.19%
2,853
-94
28
$418K 0.19%
+5,071
29
$418K 0.19%
1,747
-189
30
$409K 0.18%
4,048
+1,757
31
$408K 0.18%
+6,096
32
$405K 0.18%
3,727
+455
33
$404K 0.18%
2,662
34
$398K 0.18%
+2,700
35
$397K 0.18%
602
36
$388K 0.17%
+2,558
37
$376K 0.17%
2,213
-897
38
$374K 0.17%
3,895
-300
39
$364K 0.16%
1,397
40
$360K 0.16%
+2,588
41
$353K 0.16%
+1,564
42
$346K 0.15%
2,619
+575
43
$331K 0.15%
+8,195
44
$327K 0.15%
818
45
$326K 0.15%
+393
46
$311K 0.14%
694
+44
47
$301K 0.13%
3,756
-705
48
$301K 0.13%
735
49
$300K 0.13%
6,050
+92
50
$294K 0.13%
3,551
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