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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$49M
3
+$23.4M
4
GLD icon
SPDR Gold Trust
GLD
+$22.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M

Top Sells

1
+$25.1M
2
+$9.86M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$755K 0.2%
1,377
+39
27
$745K 0.2%
9,529
+1,529
28
$739K 0.2%
6,814
+2,969
29
$726K 0.19%
4,644
+40
30
$696K 0.18%
5,828
+491
31
$666K 0.18%
1,898
+909
32
$641K 0.17%
5,794
+322
33
$625K 0.17%
6,314
+1,946
34
$585K 0.16%
5,963
+3,598
35
$583K 0.15%
3,953
+156
36
$580K 0.15%
2,737
-196
37
$572K 0.15%
693
+143
38
$523K 0.14%
5,368
+1,278
39
$520K 0.14%
550
-5
40
$516K 0.14%
10,672
-1,425
41
$515K 0.14%
4,408
+2,035
42
$506K 0.13%
2,971
-20
43
$492K 0.13%
16,825
+6,945
44
$492K 0.13%
2,586
-14
45
$470K 0.12%
5,676
+80
46
$455K 0.12%
11,515
+1,272
47
$431K 0.11%
+1,246
48
$428K 0.11%
+636
49
$416K 0.11%
1,042
-993
50
$411K 0.11%
3,551
1
2
3 4 5