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
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.4M
3
+$918K
4
ADSK icon
Autodesk
ADSK
+$569K
5
VZ icon
Verizon
VZ
+$505K

Top Sells

1
+$699K
2
+$458K
3
+$455K
4
GS icon
Goldman Sachs
GS
+$448K
5
HCA icon
HCA Healthcare
HCA
+$431K

Sector Composition

1 Technology 5.15%
2 Industrials 3.52%
3 Healthcare 2.34%
4 Financials 2.33%
5 Utilities 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTRG icon
51
Essential Utilities
WTRG
$11.2B
$444K 0.1%
11,961
+446
SBUX icon
52
Starbucks
SBUX
$96.4B
$441K 0.1%
4,809
-1,154
QQQ icon
53
Invesco QQQ Trust
QQQ
$387B
$438K 0.1%
794
FBTC icon
54
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$424K 0.1%
4,511
+205
COST icon
55
Costco
COST
$409B
$422K 0.1%
427
-123
NVS icon
56
Novartis
NVS
$252B
$398K 0.09%
3,291
-68
TSM icon
57
TSMC
TSM
$1.48T
$377K 0.09%
1,663
-65
SAP icon
58
SAP
SAP
$285B
$376K 0.09%
1,234
-50
V icon
59
Visa
V
$637B
$373K 0.09%
1,049
-849
AZO icon
60
AutoZone
AZO
$64.2B
$371K 0.09%
+100
AXP icon
61
American Express
AXP
$246B
$370K 0.09%
1,161
SJM icon
62
J.M. Smucker
SJM
$11.6B
$362K 0.08%
+3,686
CB icon
63
Chubb
CB
$116B
$360K 0.08%
+1,241
BKNG icon
64
Booking.com
BKNG
$163B
$359K 0.08%
+62
DAL icon
65
Delta Air Lines
DAL
$38.1B
$358K 0.08%
+7,285
J icon
66
Jacobs Solutions
J
$18.5B
$357K 0.08%
2,713
-10
EW icon
67
Edwards Lifesciences
EW
$50.1B
$350K 0.08%
+4,474
IDXX icon
68
Idexx Laboratories
IDXX
$55.1B
$350K 0.08%
+652
WRB icon
69
W.R. Berkley
WRB
$29.3B
$350K 0.08%
+4,759
UAL icon
70
United Airlines
UAL
$30.8B
$350K 0.08%
+4,390
CARR icon
71
Carrier Global
CARR
$45.6B
$344K 0.08%
4,703
+86
MS icon
72
Morgan Stanley
MS
$260B
$340K 0.08%
2,414
-1,994
CHKP icon
73
Check Point Software Technologies
CHKP
$21.2B
$338K 0.08%
1,528
-11
ORLY icon
74
O'Reilly Automotive
ORLY
$83.4B
$331K 0.08%
+3,668
PCG icon
75
PG&E
PCG
$36.2B
$328K 0.08%
+23,546
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3
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