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
$135M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.22M
3
+$992K
4
DLR icon
Digital Realty Trust
DLR
+$504K
5
INTU icon
Intuit
INTU
+$435K

Top Sells

1
+$3.51M
2
+$1.04M
3
+$968K
4
VUG icon
Vanguard Growth ETF
VUG
+$528K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$487K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.64%
3 Real Estate 4.74%
4 Communication Services 3.76%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.26%
6,765
+900
52
$317K 0.24%
+1,579
53
$313K 0.23%
12,646
+661
54
$312K 0.23%
4,702
+472
55
$310K 0.23%
+1,502
56
$305K 0.23%
+590
57
$305K 0.23%
7,278
+1,319
58
$298K 0.22%
61,030
+3,816
59
$297K 0.22%
+3,084
60
$296K 0.22%
+638
61
$287K 0.21%
+1,936
62
$284K 0.21%
1,276
+45
63
$270K 0.2%
+3,760
64
$257K 0.19%
6,744
+421
65
$256K 0.19%
+3,626
66
$256K 0.19%
+687
67
$255K 0.19%
16,667
+2,117
68
$254K 0.19%
+5,860
69
$253K 0.19%
1,259
-65
70
$245K 0.18%
+4,696
71
$235K 0.17%
+1,735
72
$234K 0.17%
904
+124
73
$233K 0.17%
+598
74
$228K 0.17%
12,761
+802
75
$221K 0.16%
+1,410
1 2
3
4 5