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
$135M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$1.22M
3
+$992K
4
DLR icon
Digital Realty Trust
DLR
+$504K
5
INTU icon
Intuit
INTU
+$435K

Top Sells

1
+$3.51M
2
+$1.04M
3
+$968K
4
VUG icon
Vanguard Growth ETF
VUG
+$528K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$487K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.64%
3 Real Estate 4.74%
4 Communication Services 3.76%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.16%
+4,223
77
$218K 0.16%
+909
78
$218K 0.16%
+3,948
79
$216K 0.16%
1,147
80
$210K 0.16%
11,279
-4,620
81
$207K 0.15%
+3,096
82
$206K 0.15%
+601
83
$206K 0.15%
13,104
-251
84
$206K 0.15%
2,823
-1,953
85
$203K 0.15%
+3,456
86
$203K 0.15%
+4,491
87
$200K 0.15%
+2,619
88
$158K 0.12%
13,386
+2,564
89
$137K 0.1%
95,515
+5,046
90
$128K 0.09%
+15,167
91
$126K 0.09%
8,492
92
$124K 0.09%
30,146
-560
93
$98K 0.07%
10,000
94
$79K 0.06%
12,632
+726
95
$72K 0.05%
11,585
+199
96
– –
-1,218
97
– –
-1,711
98
– –
-3,073
99
– –
-1,262
100
– –
-3,563
1 2 3
4
5