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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$34.9M
3
+$13.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$10.4M
5
VUG icon
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 Change
in Stake 		Capital Flow
51
$246K 0.16%
+4,130
52
$240K 0.15%
+1,460
53
$227K 0.15%
+7,459
54
$222K 0.14%
+360
55
$219K 0.14%
+964
56
$219K 0.14%
+622
57
$217K 0.14%
+1,263
58
$208K 0.13%
+732
59
$206K 0.13%
+847
60
$204K 0.13%
+684
61
$201K 0.13%
+1,703
62
$152K 0.1%
+8,492
63
$109K 0.07%
+2,461
64
$77K 0.05%
+24,370
65
$48K 0.03%
+39,484
1 2
3