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
$210M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.39M
3
+$374K
4
ANET icon
Arista Networks
ANET
+$332K
5
MA icon
Mastercard
MA
+$307K

Top Sells

1
+$489K
2
+$477K
3
+$458K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$342K

Sector Composition

1 Technology 5.85%
2 Healthcare 3.76%
3 Industrials 3.16%
4 Communication Services 1.56%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.12%
2,698
-1,672
52
$251K 0.12%
1,555
+54
53
$248K 0.12%
+893
54
$248K 0.12%
101
-2
55
$243K 0.12%
+6,902
56
$243K 0.12%
+615
57
$241K 0.11%
+1,438
58
$237K 0.11%
488
+39
59
$237K 0.11%
+1,200
60
$236K 0.11%
+2,430
61
$234K 0.11%
+1,487
62
$233K 0.11%
+3,193
63
$230K 0.11%
+3,959
64
$227K 0.11%
+6,957
65
$225K 0.11%
+6,045
66
$225K 0.11%
+6,535
67
$222K 0.11%
128,669
+2,725
68
$220K 0.1%
+988
69
$219K 0.1%
+2,874
70
$218K 0.1%
+1,809
71
$214K 0.1%
518
72
$209K 0.1%
442
73
$206K 0.1%
+3,183
74
$205K 0.1%
2,229
+11
75
$203K 0.1%
+3,173
1 2
3
4 5