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
$240M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$9.38M
3
+$6.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$874K

Top Sells

1
+$103M
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
MA icon
Mastercard
MA
+$423K

Sector Composition

1 Technology 7.9%
2 Industrials 4.4%
3 Healthcare 3.81%
4 Financials 2.93%
5 Utilities 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$534K 0.22%
602
27
$514K 0.21%
23,347
-3,520
28
$507K 0.21%
3,465
-22
29
$496K 0.21%
2,662
30
$494K 0.21%
2,853
31
$492K 0.21%
2,725
+1,241
32
$464K 0.19%
3,551
33
$463K 0.19%
10,424
+2,741
34
$457K 0.19%
1,686
35
$455K 0.19%
1,123
+354
36
$435K 0.18%
892
-15
37
$433K 0.18%
4,431
+228
38
$426K 0.18%
+3,112
39
$422K 0.18%
5,248
+846
40
$390K 0.16%
15,440
+692
41
$376K 0.16%
7,969
-721
42
$376K 0.16%
3,356
+120
43
$370K 0.15%
+5,681
44
$356K 0.15%
9,223
+344
45
$354K 0.15%
3,075
+51
46
$345K 0.14%
+4,799
47
$341K 0.14%
818
48
$340K 0.14%
561
+12
49
$337K 0.14%
3,755
-299
50
$332K 0.14%
2,557
-167
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