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
$200M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$10.4M
3
+$489K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
PFE icon
Pfizer
PFE
+$288K

Top Sells

1
+$429K
2
+$402K
3
+$355K
4
AAON icon
Aaon
AAON
+$301K
5
NLSN
Nielsen Holdings plc
NLSN
+$264K

Sector Composition

1 Technology 5.54%
2 Healthcare 4.25%
3 Industrials 2.38%
4 Financials 1.53%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.12%
4,821
-180
52
$238K 0.12%
+512
53
$237K 0.12%
+2,342
54
$235K 0.12%
1,177
-53
55
$233K 0.12%
4,814
-737
56
$231K 0.12%
+984
57
$230K 0.12%
+449
58
$229K 0.11%
2,774
-1,145
59
$228K 0.11%
23,397
+3,188
60
$225K 0.11%
313
-76
61
$223K 0.11%
+4,651
62
$222K 0.11%
+518
63
$219K 0.11%
+7,178
64
$215K 0.11%
+442
65
$214K 0.11%
1,006
-738
66
$211K 0.11%
1,714
+106
67
$211K 0.11%
+1,601
68
$208K 0.1%
+2,407
69
$203K 0.1%
+1,334
70
$201K 0.1%
+2,218
71
$197K 0.1%
125,944
+641
72
$156K 0.08%
70,809
+696
73
$134K 0.07%
18,902
-917
74
$128K 0.06%
13,808
+574
75
$110K 0.06%
30,891
-2,676
1 2
3
4