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
$124M
AUM Growth
+$977K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$326K
3
+$300K
4
CVS icon
CVS Health
CVS
+$261K
5
BABA icon
Alibaba
BABA
+$253K

Top Sells

1
+$1.95M
2
+$684K
3
+$488K
4
LLY icon
Eli Lilly
LLY
+$324K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$322K

Sector Composition

1 Technology 10.14%
2 Healthcare 5.39%
3 Communication Services 4.22%
4 Industrials 3.09%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.2%
+899
52
$250K 0.2%
3,562
53
$250K 0.2%
5,959
+1,226
54
$248K 0.2%
3,563
+257
55
$245K 0.2%
1,899
-132
56
$244K 0.2%
+1,218
57
$243K 0.2%
+401
58
$238K 0.19%
+2,140
59
$235K 0.19%
1,231
-81
60
$232K 0.19%
1,489
-86
61
$226K 0.18%
+4,556
62
$220K 0.18%
1,147
63
$213K 0.17%
1,262
-401
64
$211K 0.17%
6,323
+28
65
$202K 0.16%
13,355
+2,198
66
$201K 0.16%
+3,664
67
$191K 0.15%
11,959
+1,442
68
$173K 0.14%
14,550
+1,740
69
$145K 0.12%
8,492
70
$137K 0.11%
+10,822
71
$135K 0.11%
90,469
+10,473
72
$135K 0.11%
30,706
+4,427
73
$99K 0.08%
+10,000
74
$81K 0.07%
18,733
+1,937
75
$65K 0.05%
11,906
+1,458
1 2
3
4