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
$436M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$926K
4
NVDA icon
NVIDIA
NVDA
+$802K
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1
+$913K
2
+$695K
3
+$653K
4
ADSK icon
Autodesk
ADSK
+$569K
5
NDAQ icon
Nasdaq
NDAQ
+$503K

Sector Composition

1 Technology 4.91%
2 Industrials 2.99%
3 Utilities 2.06%
4 Financials 1.52%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHKP icon
76
Check Point Software Technologies
CHKP
$20.1B
$331K 0.08%
1,598
+70
NGG icon
77
National Grid
NGG
$75.1B
$329K 0.08%
4,522
+1,014
FSV icon
78
FirstService
FSV
$7.05B
$327K 0.07%
1,715
+259
GWRS icon
79
Global Water Resources
GWRS
$242M
$325K 0.07%
31,584
+20,364
PEP icon
80
PepsiCo
PEP
$203B
$320K 0.07%
2,278
+1,319
ORI icon
81
Old Republic International
ORI
$11.1B
$310K 0.07%
+7,299
FIX icon
82
Comfort Systems
FIX
$33B
$310K 0.07%
375
+181
SBAC icon
83
SBA Communications
SBAC
$19.9B
$307K 0.07%
1,589
+406
RY icon
84
Royal Bank of Canada
RY
$218B
$307K 0.07%
2,084
+183
VZ icon
85
Verizon
VZ
$171B
$303K 0.07%
6,883
-4,798
MCD icon
86
McDonald's
MCD
$214B
$298K 0.07%
979
-816
CIBR icon
87
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$296K 0.07%
3,894
-97
CWCO icon
88
Consolidated Water Co
CWCO
$534M
$294K 0.07%
8,320
+4,654
IHG icon
89
InterContinental Hotels
IHG
$20.3B
$293K 0.07%
2,420
+222
KB icon
90
KB Financial Group
KB
$32.6B
$289K 0.07%
3,492
+292
MA icon
91
Mastercard
MA
$490B
$289K 0.07%
507
-62
V icon
92
Visa
V
$636B
$288K 0.07%
841
-208
URNM icon
93
Sprott Uranium Miners ETF
URNM
$1.74B
$284K 0.07%
4,697
-39
ADI icon
94
Analog Devices
ADI
$134B
$280K 0.06%
+1,138
AMT icon
95
American Tower
AMT
$82.3B
$276K 0.06%
1,437
+469
EQIX icon
96
Equinix
EQIX
$71.4B
$276K 0.06%
352
+91
MAS icon
97
Masco
MAS
$13.3B
$272K 0.06%
3,864
+2,155
VV icon
98
Vanguard Large-Cap ETF
VV
$47.3B
$266K 0.06%
865
MOD icon
99
Modine Manufacturing
MOD
$8.45B
$261K 0.06%
1,838
-508
SKM icon
100
SK Telecom
SKM
$7.69B
$259K 0.06%
11,971
+1,156
2 3
4
5 6