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
$123M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$473K
3
+$324K
4
STN icon
Stantec
STN
+$277K
5
WST icon
West Pharmaceutical
WST
+$247K

Top Sells

1
+$24M
2
+$8.76M
3
+$7.1M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.03M

Sector Composition

1 Technology 10.31%
2 Healthcare 5.13%
3 Communication Services 4.24%
4 Industrials 3.64%
5 Financials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.06%
+16,796
77
$56K 0.05%
+10,448
78
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80
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81
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-1,709
82
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84
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-1,703
85
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-1,972
86
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-2,396
1 2 3
4