GWM
Gitterman Wealth Management Portfolio holdings
AUM
$436M
1-Year Est. Return
11.66%
This Fund
S&P 500
1 Year Est. Return
+11.66%
AUM
$436M
AUM Growth
+$7.29M
(+1.7%)
Holding
343
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.05M | |
| 3 | +$921K | |
| 4 |
NVIDIA
NVDA
|
+$749K |
| 5 |
Apple
AAPL
|
+$681K |
Top Sells
| 1 | +$869K | |
| 2 | +$695K | |
| 3 | +$653K | |
| 4 |
Autodesk
ADSK
|
+$569K |
| 5 |
Nasdaq
NDAQ
|
+$503K |
Sector Composition
| 1 | Technology | 4.91% |
| 2 | Industrials | 2.99% |
| 3 | Utilities | 2.06% |
| 4 | Financials | 1.52% |
| 5 | Healthcare | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
VanEck Semiconductor ETF
SMH
$44.6B
| $475K | 0.11% |
1,455
+387
|
|
||
52
California Water Service
CWT
$2.7B
| $473K | 0.11% |
10,306
+5,845
|
|
||
53
Jacobs Solutions
J
$16.3B
| $467K | 0.11% |
3,114
+401
|
|
||
54
Select Water Solutions
WTTR
$1.62B
| $464K | 0.11% |
43,374
+27,692
|
|
||
55
Novartis
NVS
$313B
| $463K | 0.11% |
3,607
+316
|
|
||
56
KKR & Co
KKR
$80.7B
| $461K | 0.11% |
3,551
|
|
||
|
HTO
57
H2O America
HTO
$1.95B
| $460K | 0.11% |
9,441
+6,235
|
|
||
58
Walmart Inc
WMT
$1.02T
| $438K | 0.1% |
4,249
+2,956
|
|
||
59
Deere & Co
DE
$171B
| $437K | 0.1% |
955
-256
|
|
||
60
Tesla
TSLA
$1.47T
| $432K | 0.1% |
971
+854
|
|
||
61
Vulcan Materials
VMC
$40B
| $419K | 0.1% |
1,362
+838
|
|
||
62
American States Water
AWR
$2.92B
| $413K | 0.09% |
5,636
+3,036
|
|
||
63
American Express
AXP
$211B
| $386K | 0.09% |
1,161
|
|
||
64
HSBC
HSBC
$294B
| $380K | 0.09% |
5,358
+468
|
|
||
65
Morgan Stanley
MS
$265B
| $376K | 0.09% |
2,365
-49
|
|
||
66
Goldman Sachs
GS
$259B
| $368K | 0.08% |
462
+413
|
|
||
67
SAP
SAP
$229B
| $365K | 0.08% |
1,362
+128
|
|
||
68
Oracle
ORCL
$428B
| $364K | 0.08% |
1,295
+1,055
|
|
||
69
Ormat Technologies
ORA
$6.45B
| $355K | 0.08% |
3,691
+772
|
|
||
70
Costco
COST
$445B
| $350K | 0.08% |
378
-49
|
|
||
71
Lindsay Corp
LNN
$1.41B
| $349K | 0.08% |
2,485
+693
|
|
||
72
GE Aerospace
GE
$363B
| $348K | 0.08% |
1,157
+761
|
|
||
73
Valmont Industries
VMI
$8.72B
| $345K | 0.08% |
888
+493
|
|
||
74
CEMIG Preferred Shares
CIG
$6.52B
| $340K | 0.08% |
161,340
+13,619
|
|
||
75
Eli Lilly
LLY
$900B
| $333K | 0.08% |
436
+101
|
|