GWM
Gitterman Wealth Management Portfolio holdings
AUM
$429M
1-Year Return
11.02%
This Quarter Return
+2.24%
1 Year Return
+11.02%
3 Year Return
+19.04%
5 Year Return
–
10 Year Return
–
AUM
$200M
AUM Growth
+$103M
(+106%)
Cap. Flow
+$100M
Cap. Flow
% of AUM
50.13%
Top 10 Holdings %
Top 10 Hldgs %
88.32%
Holding
96
New
25
Increased
14
Reduced
27
Closed
16
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$88.8M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$10.4M |
| 3 |
Cisco
CSCO
|
$489K |
| 4 |
Kimberly-Clark
KMB
|
$371K |
| 5 |
Pfizer
PFE
|
$288K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
$429K |
| 2 |
Texas Instruments
TXN
|
$402K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$355K |
| 4 |
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% |
