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
$224M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.11M
3
+$514K
4
ADBE icon
Adobe
ADBE
+$500K
5
AOS icon
A.O. Smith
AOS
+$418K

Top Sells

1
+$494K
2
+$400K
3
+$390K
4
DHR icon
Danaher
DHR
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$333K

Sector Composition

1 Technology 7.43%
2 Industrials 4.05%
3 Healthcare 3.95%
4 Financials 1.77%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.13%
+1,479
52
$290K 0.13%
979
53
$290K 0.13%
+4,725
54
$283K 0.13%
2,698
+460
55
$277K 0.12%
8,295
+1,115
56
$277K 0.12%
+537
57
$273K 0.12%
+2,084
58
$269K 0.12%
+896
59
$266K 0.12%
303
-94
60
$263K 0.12%
1,127
-4
61
$261K 0.12%
+3,922
62
$261K 0.12%
578
-83
63
$256K 0.11%
6,864
+423
64
$254K 0.11%
+980
65
$252K 0.11%
+2,760
66
$251K 0.11%
+4,529
67
$242K 0.11%
+1,384
68
$242K 0.11%
+1,766
69
$239K 0.11%
+1,543
70
$233K 0.1%
+428
71
$229K 0.1%
128,450
-2,465
72
$228K 0.1%
569
-34
73
$226K 0.1%
+1,324
74
$225K 0.1%
+991
75
$224K 0.1%
14,893
+118
1 2
3
4 5