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
$200M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$10.4M
3
+$489K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
PFE icon
Pfizer
PFE
+$288K

Top Sells

1
+$429K
2
+$402K
3
+$355K
4
AAON icon
Aaon
AAON
+$301K
5
NLSN
Nielsen Holdings plc
NLSN
+$264K

Sector Composition

1 Technology 5.54%
2 Healthcare 4.25%
3 Industrials 2.38%
4 Financials 1.53%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.05%
44,744
-19,500
77
$101K 0.05%
10,000
78
$87K 0.04%
8,492
79
$73.1K 0.04%
12,281
-1,864
80
$6.39K ﹤0.01%
18
81
– –
-1,300
82
– –
-13,168
83
– –
-989
84
– –
-1,437
85
– –
-24,973
86
– –
-903
87
– –
-3,985
88
– –
-5,406
89
– –
-3,467
90
– –
-1,931
91
– –
-1,842
92
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-2,581
93
– –
-13,734
94
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-768
95
– –
-5,458
96
– –
-9,457
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4