GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.7M
3
+$6.1M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.06M
5
AFL icon
Aflac
AFL
+$501K

Top Sells

1
+$21M
2
+$1.59M
3
+$607K
4
NVO icon
Novo Nordisk
NVO
+$514K
5
ADBE icon
Adobe
ADBE
+$500K

Sector Composition

1 Technology 6.35%
2 Industrials 3.63%
3 Healthcare 3.23%
4 Financials 2.2%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.13%
3,567
-160
52
$333K 0.13%
750
+15
53
$331K 0.13%
344
+41
54
$314K 0.12%
1,609
+66
55
$310K 0.12%
1,547
-666
56
$307K 0.12%
+3,914
57
$307K 0.12%
+10,163
58
$304K 0.12%
2,873
+113
59
$299K 0.12%
+2,353
60
$295K 0.11%
3,896
-26
61
$294K 0.11%
3,437
-4,027
62
$288K 0.11%
1,152
+25
63
$287K 0.11%
+1,393
64
$280K 0.11%
588
+10
65
$279K 0.11%
3,148
+535
66
$278K 0.11%
568
-126
67
$276K 0.11%
979
68
$276K 0.11%
1,459
+75
69
$271K 0.1%
2,960
-935
70
$265K 0.1%
+3,616
71
$260K 0.1%
+895
72
$259K 0.1%
136,267
+7,817
73
$258K 0.1%
+332
74
$254K 0.1%
+813
75
$253K 0.1%
987
-4
1 2
3
4 5