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
$211M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$494K
3
+$458K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$423K
5
ADSK icon
Autodesk
ADSK
+$400K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
CBOE icon
Cboe Global Markets
CBOE
+$360K
5
NDAQ icon
Nasdaq
NDAQ
+$358K

Sector Composition

1 Technology 6.69%
2 Healthcare 3.86%
3 Industrials 3.15%
4 Financials 1.73%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.12%
5,958
-424
52
$244K 0.12%
130,915
+9,902
53
$244K 0.12%
+650
54
$238K 0.11%
+1,471
55
$233K 0.11%
2,291
+168
56
$227K 0.11%
661
+65
57
$227K 0.11%
8,085
-1,313
58
$223K 0.11%
3,443
-354
59
$222K 0.11%
+1,107
60
$221K 0.11%
5,974
+443
61
$221K 0.1%
+6,441
62
$219K 0.1%
+1,743
63
$219K 0.1%
+3,551
64
$218K 0.1%
7,180
+240
65
$215K 0.1%
603
-69
66
$215K 0.1%
+537
67
$212K 0.1%
+2,238
68
$205K 0.1%
+1,706
69
$204K 0.1%
+14,775
70
$202K 0.1%
3,132
-1,651
71
$201K 0.1%
5,657
-1,288
72
$201K 0.1%
+3,765
73
$162K 0.08%
3,584
+50
74
$154K 0.07%
72,486
+4,656
75
$147K 0.07%
18,537
+153
1 2
3
4 5