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
$240M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$9.38M
3
+$6.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$874K

Top Sells

1
+$103M
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
MA icon
Mastercard
MA
+$423K

Sector Composition

1 Technology 7.9%
2 Industrials 4.4%
3 Healthcare 3.81%
4 Financials 2.93%
5 Utilities 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.14%
+5,724
52
$328K 0.14%
4,198
+813
53
$326K 0.14%
1,547
54
$326K 0.14%
2,694
+54
55
$324K 0.14%
2,933
+33
56
$323K 0.13%
+3,196
57
$319K 0.13%
+1,484
58
$318K 0.13%
+3,791
59
$317K 0.13%
+1,745
60
$317K 0.13%
+2,695
61
$302K 0.13%
+8,423
62
$302K 0.13%
+2,489
63
$298K 0.12%
979
-1,020
64
$297K 0.12%
1,320
-35
65
$295K 0.12%
+4,690
66
$294K 0.12%
332
67
$289K 0.12%
+2,361
68
$288K 0.12%
139,861
+2,753
69
$286K 0.12%
1,485
+9
70
$285K 0.12%
4,944
-1,256
71
$280K 0.12%
700
+6
72
$279K 0.12%
+737
73
$277K 0.12%
4,688
-1,743,761
74
$276K 0.12%
1,148
-85
75
$276K 0.11%
1,586
-39
1 2
3
4 5