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
$239M
AUM Growth
-$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$705K
3
+$590K
4
AON icon
Aon
AON
+$508K
5
PRMB
Primo Brands
PRMB
+$471K

Top Sells

1
+$492K
2
+$455K
3
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.16%
2,917
+360
52
$385K 0.16%
1,127
+390
53
$381K 0.16%
2,951
-161
54
$378K 0.16%
+5,377
55
$373K 0.16%
628
-72
56
$373K 0.16%
1,557
+10
57
$372K 0.16%
10,243
+1,020
58
$365K 0.15%
114
+32
59
$364K 0.15%
4,734
-65
60
$356K 0.15%
+1,441
61
$354K 0.15%
3,959
+168
62
$353K 0.15%
+3,392
63
$344K 0.14%
+2,846
64
$341K 0.14%
1,725
+139
65
$340K 0.14%
2,762
+68
66
$331K 0.14%
+5,757
67
$323K 0.14%
3,324
+249
68
$319K 0.13%
+4,035
69
$316K 0.13%
1,283
+107
70
$315K 0.13%
2,875
+180
71
$313K 0.13%
989
+20
72
$308K 0.13%
+850
73
$308K 0.13%
+4,005
74
$298K 0.12%
2,373
+8
75
$296K 0.12%
2,373
+113
1 2
3
4 5