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
$97M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$777K
2
+$495K
3
+$402K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$262K

Top Sells

1
+$1.88M
2
+$1.02M
3
+$951K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$413K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$406K

Sector Composition

1 Technology 10.76%
2 Healthcare 6.75%
3 Industrials 3.51%
4 Financials 3.18%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.23%
7,547
+27
52
$222K 0.23%
+3,467
53
$221K 0.23%
+989
54
$221K 0.23%
768
-105
55
$219K 0.23%
5,001
+370
56
$215K 0.22%
1,931
+166
57
$209K 0.22%
+5,406
58
$197K 0.2%
125,303
+15,262
59
$197K 0.2%
13,734
+1,602
60
$183K 0.19%
24,973
-936
61
$158K 0.16%
+13,168
62
$150K 0.15%
64,244
+8,034
63
$131K 0.14%
19,819
+2,228
64
$125K 0.13%
+70,113
65
$114K 0.12%
33,567
+4,006
66
$106K 0.11%
14,145
+1,460
67
$98K 0.1%
10,000
68
$93K 0.1%
+13,234
69
$79K 0.08%
8,492
70
$55K 0.06%
+1,300
71
$8K 0.01%
18
72
– –
-7,077
73
– –
-13,418
74
– –
-8,612
75
– –
-15,878
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3
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