GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
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
+$4.33M
2
+$336K
3
+$311K
4
MRNA icon
Moderna
MRNA
+$288K
5
SHW icon
Sherwin-Williams
SHW
+$263K

Top Sells

1
+$2M
2
+$701K
3
+$489K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$336K
5
VUG icon
Vanguard Growth ETF
VUG
+$329K

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%
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84
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90
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1 2 3
4