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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$49M
3
+$23.4M
4
GLD icon
SPDR Gold Trust
GLD
+$22.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M

Top Sells

1
+$25.1M
2
+$9.86M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.11%
+2,974
52
$409K 0.11%
4,673
-51
53
$402K 0.11%
14,207
-16,545
54
$387K 0.1%
3,832
-127
55
$385K 0.1%
1,568
+11
56
$374K 0.1%
3,359
+35
57
$372K 0.1%
794
58
$371K 0.1%
+678
59
$368K 0.1%
+2,151
60
$362K 0.1%
4,727
+722
61
$360K 0.1%
768
-611
62
$360K 0.1%
+6,745
63
$355K 0.09%
+1,521
64
$351K 0.09%
1,539
+6
65
$345K 0.09%
1,284
+1
66
$333K 0.09%
+3,043
67
$332K 0.09%
+2,607
68
$330K 0.09%
+2,272
69
$326K 0.09%
2,723
-194
70
$323K 0.09%
2,796
+34
71
$320K 0.09%
+3,067
72
$315K 0.08%
+5,166
73
$313K 0.08%
981
-146
74
$312K 0.08%
1,161
-525
75
$310K 0.08%
4,306
+1,195
1 2
3
4 5