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
$124M
AUM Growth
+$977K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$326K
3
+$300K
4
CVS icon
CVS Health
CVS
+$261K
5
BABA icon
Alibaba
BABA
+$253K

Top Sells

1
+$1.95M
2
+$684K
3
+$488K
4
LLY icon
Eli Lilly
LLY
+$324K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$322K

Sector Composition

1 Technology 10.14%
2 Healthcare 5.39%
3 Communication Services 4.22%
4 Industrials 3.09%
5 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.05%
+11,386
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90
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4