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
$239M
AUM Growth
-$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$705K
3
+$590K
4
AON icon
Aon
AON
+$508K
5
PRMB
Primo Brands
PRMB
+$471K

Top Sells

1
+$492K
2
+$455K
3
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$663K 0.28%
30,463
+110
27
$663K 0.28%
2,933
-97
28
$619K 0.26%
5,337
+9
29
$616K 0.26%
12,097
+1,673
30
$584K 0.24%
1,379
+561
31
$570K 0.24%
2,600
-62
32
$569K 0.24%
2,821
+1,717
33
$535K 0.22%
16,396
+7,973
34
$525K 0.22%
3,551
35
$516K 0.22%
3,845
+2,185
36
$508K 0.21%
555
-47
37
$501K 0.21%
2,991
+138
38
$500K 0.21%
1,686
39
$488K 0.2%
5,472
+3,274
40
$475K 0.2%
4,724
+293
41
$473K 0.2%
3,797
+332
42
$471K 0.2%
+15,311
43
$458K 0.19%
+11,453
44
$439K 0.18%
5,596
+348
45
$434K 0.18%
+2,135
46
$424K 0.18%
550
+218
47
$423K 0.18%
+4,368
48
$417K 0.17%
4,090
+734
49
$406K 0.17%
794
-98
50
$394K 0.16%
9,880
+1,911
1
2
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