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
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$832K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$353K
5
AAPL icon
Apple
AAPL
+$342K

Top Sells

1
+$3.93M
2
+$1.34M
3
+$504K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$492K
5
INTU icon
Intuit
INTU
+$435K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.74%
3 Financials 4.68%
4 Industrials 3.94%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.18%
18,909
+5,523
77
$226K 0.18%
118,427
+22,912
78
$224K 0.18%
+790
79
$224K 0.18%
1,107
-169
80
$220K 0.18%
+6,212
81
$220K 0.18%
16,912
+245
82
$218K 0.18%
+1,216
83
$213K 0.17%
+4,564
84
$213K 0.17%
6,609
-135
85
$209K 0.17%
4,027
-196
86
$208K 0.17%
500
-101
87
$208K 0.17%
+3,551
88
$204K 0.16%
+4,165
89
$204K 0.16%
+1,838
90
$203K 0.16%
1,108
-39
91
$201K 0.16%
11,290
+11
92
$157K 0.13%
11,291
-1,813
93
$150K 0.12%
32,201
+2,055
94
$124K 0.1%
8,492
95
$108K 0.09%
+10,999
96
$98K 0.08%
10,000
97
$70K 0.06%
12,653
+21
98
– –
-1,579
99
– –
-1,735
100
– –
-1,780
1 2 3
4
5