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

Top Buys

1
+$777K
2
+$495K
3
+$402K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$265K
5
ITW icon
Illinois Tool Works
ITW
+$262K

Top Sells

1
+$1.88M
2
+$1.02M
3
+$951K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$413K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$406K

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
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90
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4