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
$259M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
CMG icon
Chipotle Mexican Grill
CMG
+$388K

Top Sells

1
+$925K
2
+$670K
3
+$653K
4
AFL icon
Aflac
AFL
+$501K
5
GE icon
GE Aerospace
GE
+$493K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.65%
3 Industrials 3.16%
4 Financials 2.09%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$512K 0.2%
602
27
$510K 0.2%
1,999
+1,020
28
$501K 0.19%
+8,305
29
$470K 0.18%
2,853
30
$468K 0.18%
+3,944
31
$467K 0.18%
+2,719
32
$466K 0.18%
5,983
+3,023
33
$450K 0.17%
3,487
-238
34
$435K 0.17%
907
+157
35
$426K 0.16%
+3,568
36
$423K 0.16%
957
-510
37
$390K 0.15%
1,686
38
$388K 0.15%
+6,200
39
$385K 0.15%
+9,282
40
$385K 0.15%
366
+22
41
$378K 0.15%
+3,432
42
$376K 0.14%
7,683
-502
43
$374K 0.14%
3,551
44
$368K 0.14%
4,402
-62
45
$355K 0.14%
8,690
-1,240
46
$340K 0.13%
+10,156
47
$332K 0.13%
+4,054
48
$331K 0.13%
8,879
-267
49
$328K 0.13%
+5,749
50
$323K 0.12%
+2,929
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