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
$97M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$807K
2
+$520K
3
+$433K
4
VNO icon
Vornado Realty Trust
VNO
+$301K
5
MA icon
Mastercard
MA
+$299K

Top Sells

1
+$2.09M
2
+$1.06M
3
+$1.02M
4
VUG icon
Vanguard Growth ETF
VUG
+$435K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$428K

Sector Composition

1 Technology 10.76%
2 Healthcare 6.75%
3 Industrials 3.51%
4 Financials 3.18%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,294
77
– –
-504
78
– –
-1,218
79
– –
-6,765
80
– –
-2,679
81
– –
-4,564
82
– –
-2,757
83
– –
-7,077
84
– –
-13,418
85
– –
-8,612
86
– –
-15,878
87
– –
-2,322
88
– –
-960
89
– –
-9,195
90
– –
-4,692
1 2 3
4