GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.7M
3
+$6.1M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.06M
5
AFL icon
Aflac
AFL
+$501K

Top Sells

1
+$21M
2
+$1.59M
3
+$607K
4
NVO icon
Novo Nordisk
NVO
+$514K
5
ADBE icon
Adobe
ADBE
+$500K

Sector Composition

1 Technology 6.35%
2 Industrials 3.63%
3 Healthcare 3.23%
4 Financials 2.2%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559K 0.22%
2,001
+1,167
27
$555K 0.22%
1,647
28
$501K 0.19%
+5,840
29
$493K 0.19%
+3,522
30
$480K 0.19%
2,662
31
$469K 0.18%
8,185
-10
32
$463K 0.18%
2,853
33
$455K 0.18%
3,725
+1,106
34
$441K 0.17%
602
35
$440K 0.17%
+1,484
36
$439K 0.17%
+24,919
37
$406K 0.16%
+3,060
38
$388K 0.15%
+315
39
$384K 0.15%
1,686
-1,335
40
$383K 0.15%
+4,371
41
$371K 0.14%
4,464
+708
42
$367K 0.14%
9,930
+1,635
43
$364K 0.14%
1,002
+106
44
$357K 0.14%
3,551
45
$356K 0.14%
19,529
+4,636
46
$350K 0.14%
+1,642
47
$339K 0.13%
9,146
+2,282
48
$336K 0.13%
+648
49
$336K 0.13%
818
50
$336K 0.13%
+4,373
1
2
3 4 5