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
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$832K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$353K
5
AAPL icon
Apple
AAPL
+$342K

Top Sells

1
+$3.93M
2
+$1.34M
3
+$504K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$492K
5
INTU icon
Intuit
INTU
+$435K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.74%
3 Financials 4.68%
4 Industrials 3.94%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.23%
5,211
+515
52
$286K 0.23%
+2,392
53
$285K 0.23%
+21,165
54
$281K 0.23%
7,500
-6,890
55
$280K 0.23%
+1,361
56
$277K 0.22%
+2,875
57
$276K 0.22%
+8,310
58
$271K 0.22%
+796
59
$262K 0.21%
1,739
-260
60
$261K 0.21%
3,419
-1,283
61
$261K 0.21%
+4,401
62
$260K 0.21%
+5,635
63
$259K 0.21%
1,350
+91
64
$258K 0.21%
4,631
-1,974
65
$256K 0.21%
13,086
+325
66
$252K 0.2%
+2,206
67
$248K 0.2%
1,586
+84
68
$245K 0.2%
+10,023
69
$244K 0.2%
+5,432
70
$242K 0.19%
+589
71
$241K 0.19%
62,364
+1,334
72
$239K 0.19%
+4,949
73
$234K 0.19%
2,164
-2,272
74
$231K 0.19%
1,229
-582
75
$230K 0.19%
4,303
-2,442
1 2
3
4 5