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
$259M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
CMG icon
Chipotle Mexican Grill
CMG
+$388K

Top Sells

1
+$925K
2
+$670K
3
+$653K
4
AFL icon
Aflac
AFL
+$501K
5
GE icon
GE Aerospace
GE
+$493K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.65%
3 Industrials 3.16%
4 Financials 2.09%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.12%
14,748
-4,781
52
$322K 0.12%
4,203
+766
53
$322K 0.12%
3,024
+650
54
$318K 0.12%
959
-43
55
$315K 0.12%
2,724
+371
56
$313K 0.12%
+3,157
57
$313K 0.12%
1,547
58
$309K 0.12%
3,236
+88
59
$307K 0.12%
2,900
+27
60
$306K 0.12%
818
61
$305K 0.12%
+1,355
62
$300K 0.12%
332
63
$300K 0.12%
+2,165
64
$297K 0.11%
+5,660
65
$294K 0.11%
549
-19
66
$284K 0.11%
+2,640
67
$282K 0.11%
+1,625
68
$272K 0.11%
+1,338
69
$272K 0.11%
1,497
+400
70
$270K 0.1%
1,484
+25
71
$269K 0.1%
3,953
+337
72
$267K 0.1%
1,225
-417
73
$265K 0.1%
+769
74
$262K 0.1%
+1,288
75
$252K 0.1%
958
-1,043
1 2
3
4 5