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
$123M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$473K
3
+$324K
4
STN icon
Stantec
STN
+$277K
5
WST icon
West Pharmaceutical
WST
+$247K

Top Sells

1
+$24M
2
+$8.76M
3
+$7.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.03M

Sector Composition

1 Technology 10.31%
2 Healthcare 5.13%
3 Communication Services 4.24%
4 Industrials 3.64%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.19%
1,312
-148
52
$238K 0.19%
3,660
-470
53
$232K 0.19%
+3,306
54
$232K 0.19%
+506
55
$228K 0.18%
+1,575
56
$223K 0.18%
1,564
-444
57
$222K 0.18%
+1,077
58
$221K 0.18%
1,147
-494
59
$221K 0.18%
4,733
-1,099
60
$219K 0.18%
+3,245
61
$214K 0.17%
6,295
-1,164
62
$206K 0.17%
+1,368
63
$205K 0.17%
+8,489
64
$204K 0.17%
+348
65
$204K 0.17%
+1,468
66
$204K 0.17%
1,043
-220
67
$197K 0.16%
50,548
+26,178
68
$163K 0.13%
+11,157
69
$161K 0.13%
+10,517
70
$156K 0.13%
+12,810
71
$152K 0.12%
8,492
72
$143K 0.12%
+2,125
73
$115K 0.09%
+26,279
74
$113K 0.09%
79,996
+40,512
75
$93K 0.08%
2,023
-438
1 2
3
4