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
$107M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$697K
2
+$358K
3
+$347K
4
STN icon
Stantec
STN
+$313K
5
NKE icon
Nike
NKE
+$280K

Top Sells

1
+$581K
2
+$486K
3
+$468K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$431K
5
HPP
Hudson Pacific Properties
HPP
+$373K

Sector Composition

1 Technology 10.19%
2 Healthcare 7.23%
3 Industrials 3.68%
4 Communication Services 2.96%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.22%
+1,838
52
$225K 0.21%
4,631
-580
53
$225K 0.21%
4,564
54
$224K 0.21%
+1,218
55
$223K 0.21%
1,765
+26
56
$218K 0.2%
+2,322
57
$217K 0.2%
+960
58
$212K 0.2%
+4,692
59
$205K 0.19%
9,195
-828
60
$204K 0.19%
+6,294
61
$204K 0.19%
15,878
-1,034
62
$203K 0.19%
+2,647
63
$202K 0.19%
+8,563
64
$201K 0.19%
1,151
-78
65
$195K 0.18%
12,132
-954
66
$188K 0.18%
17,591
-1,318
67
$172K 0.16%
110,041
-8,386
68
$169K 0.16%
12,685
+1,394
69
$153K 0.14%
29,561
-2,640
70
$153K 0.14%
56,210
-6,154
71
$97K 0.09%
10,000
72
$94K 0.09%
8,492
73
$11K 0.01%
+18
74
– –
-12,653
75
– –
-1,107
1 2
3
4 5