GWM
Gitterman Wealth Management Portfolio holdings
AUM
$436M
1-Year Est. Return
11.67%
1 Year Est. Return
+11.67%
AUM
$429M
AUM Growth
+$52.7M
(+14%)
Holding
351
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.4M | |
| 3 | +$918K | |
| 4 |
Autodesk
ADSK
|
+$569K |
| 5 |
Verizon
VZ
|
+$505K |
Top Sells
| 1 | +$699K | |
| 2 | +$458K | |
| 3 | +$455K | |
| 4 |
Goldman Sachs
GS
|
+$448K |
| 5 |
HCA Healthcare
HCA
|
+$431K |
Sector Composition
| 1 | Technology | 5.15% |
| 2 | Industrials | 3.52% |
| 3 | Healthcare | 2.34% |
| 4 | Financials | 2.33% |
| 5 | Utilities | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$827B
| $747K | 0.17% |
2,578
+1,010
|
|
||
27
Berkshire Hathaway Class A
BRK.A
$1.1T
| $729K | 0.17% |
1
|
|
||
28
Aaon
AAON
$7.68B
| $702K | 0.16% |
9,519
-10
|
|
||
29
iShares Core US Aggregate Bond ETF
AGG
$131B
| $695K | 0.16% |
7,004
+690
|
|
||
30
Honeywell
HON
$126B
| $665K | 0.15% |
2,854
+117
|
|
||
31
Tetra Tech
TTEK
$9.47B
| $664K | 0.15% |
18,457
+1,632
|
|
||
32
AT&T
T
$181B
| $653K | 0.15% |
22,571
+8,364
|
|
||
33
NVIDIA
NVDA
$4.63T
| $619K | 0.14% |
3,917
-2,897
|
|
||
34
Core & Main
CNM
$8.99B
| $619K | 0.14% |
10,250
-422
|
|
||
35
Deere & Co
DE
$129B
| $616K | 0.14% |
1,211
+443
|
|
||
36
IBM
IBM
$286B
| $610K | 0.14% |
2,070
-2,371
|
|
||
37
Veralto
VLTO
$24.5B
| $604K | 0.14% |
5,986
+618
|
|
||
38
Stantec
STN
$12.1B
| $572K | 0.13% |
5,261
-415
|
|
||
|
39
Autodesk
ADSK
$63.8B
| $569K | 0.13% |
+1,840
|
|
||
40
Sabesp
SBS
$18.3B
| $526K | 0.12% |
23,933
+11,685
|
|
||
41
Amazon
AMZN
$2.51T
| $525K | 0.12% |
2,393
-193
|
|
||
42
McDonald's
MCD
$219B
| $525K | 0.12% |
1,795
+814
|
|
||
43
Pentair
PNR
$17.1B
| $517K | 0.12% |
5,038
+365
|
|
||
|
44
Verizon
VZ
$173B
| $505K | 0.12% |
+11,681
|
|
||
45
Nasdaq
NDAQ
$49.7B
| $503K | 0.12% |
5,630
+2,629
|
|
||
46
Cisco
CSCO
$307B
| $501K | 0.12% |
7,216
+3,776
|
|
||
47
Procter & Gamble
PG
$345B
| $473K | 0.11% |
2,971
|
|
||
48
Axon Enterprise
AXON
$43.7B
| $473K | 0.11% |
571
+5
|
|
||
49
KKR & Co
KKR
$107B
| $472K | 0.11% |
3,551
|
|
||
50
American Water Works
AWK
$25.7B
| $467K | 0.11% |
3,356
-597
|
|