GWM
Gitterman Wealth Management Portfolio holdings
AUM
$429M
This Quarter Return
+2.12%
1 Year Return
+11.02%
3 Year Return
+19.04%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.4%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$45.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$34.9M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.2M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$10.4M |
| 5 |
Vanguard Growth ETF
VUG
|
$5.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Healthcare | 3.63% |
| 3 | Communication Services | 3.2% |
| 4 | Financials | 2.49% |
| 5 | Industrials | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lam Research
LRCX
$124B
| $246K | 0.16% |
+4,130
| New | +$246K |
|
52
Alexandria Real Estate Equities
ARE
$13.9B
| $240K | 0.15% |
+1,460
| New | +$240K |
|
|
ABB
53
DELISTED
ABB Ltd.
ABB
| $227K | 0.15% |
+7,459
| New | +$227K |
|
54
Charter Communications
CHTR
$35.7B
| $222K | 0.14% |
+360
| New | +$222K |
|
55
Alibaba
BABA
$325B
| $219K | 0.14% |
+964
| New | +$219K |
|
56
Costco
COST
$421B
| $219K | 0.14% |
+622
| New | +$219K |
|
57
Crown Castle
CCI
$42.3B
| $217K | 0.14% |
+1,263
| New | +$217K |
|
58
Waters Corp
WAT
$17.3B
| $208K | 0.13% |
+732
| New | +$208K |
|
59
PayPal
PYPL
$66.5B
| $206K | 0.13% |
+847
| New | +$206K |
|
60
Moody's
MCO
$89B
| $204K | 0.13% |
+684
| New | +$204K |
|
61
Cencora
COR
$57.2B
| $201K | 0.13% |
+1,703
| New | +$201K |
|
|
ADAM
62
Adamas Trust, Inc. Common Stock
ADAM
$665M
| $152K | 0.1% |
+8,492
| New | +$152K |
|
63
VEON
VEON
$3.89B
| $109K | 0.07% |
+2,461
| New | +$109K |
|
64
Wipro
WIT
$29B
| $77K | 0.05% |
+24,370
| New | +$77K |
|
65
CEMIG Preferred Shares
CIG
$5.69B
| $48K | 0.03% |
+39,484
| New | +$48K |
|