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
$214M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.45M
3
+$458K
4
V icon
Visa
V
+$447K
5
JNJ icon
Johnson & Johnson
JNJ
+$434K

Top Sells

1
+$415K
2
+$332K
3
+$305K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$291K
5
DOV icon
Dover
DOV
+$275K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.79%
3 Industrials 3.34%
4 Financials 2.42%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$259K 0.12%
+6,001
52
$254K 0.12%
102
+1
53
$253K 0.12%
+9,398
54
$253K 0.12%
2,568
+138
55
$252K 0.12%
672
-132
56
$246K 0.11%
+718
57
$245K 0.11%
+3,797
58
$245K 0.11%
121,013
-7,656
59
$245K 0.11%
+1,424
60
$244K 0.11%
4,210
-669
61
$244K 0.11%
+3,139
62
$239K 0.11%
1,983
+58
63
$237K 0.11%
+2,101
64
$235K 0.11%
+1,069
65
$232K 0.11%
6,945
-12
66
$227K 0.11%
+6,940
67
$225K 0.1%
1,984
-250
68
$220K 0.1%
+10,594
69
$220K 0.1%
5,927
-1,366
70
$216K 0.1%
+5,531
71
$214K 0.1%
2,123
-106
72
$209K 0.1%
+596
73
$203K 0.09%
442
74
$160K 0.07%
3,534
-908
75
$149K 0.07%
67,830
-4,714
1 2
3
4 5