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
$210M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.37M
3
+$356K
4
MA icon
Mastercard
MA
+$307K
5
POOL icon
Pool Corp
POOL
+$285K

Top Sells

1
+$489K
2
+$458K
3
+$425K
4
KMB icon
Kimberly-Clark
KMB
+$371K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$342K

Sector Composition

1 Technology 5.85%
2 Healthcare 3.76%
3 Industrials 3.16%
4 Communication Services 1.56%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.1%
+1,387
77
$176K 0.08%
+4,442
78
$168K 0.08%
72,544
+1,735
79
$149K 0.07%
34,847
+3,956
80
$123K 0.06%
17,708
+3,900
81
$102K 0.05%
10,000
82
$99.9K 0.05%
44,480
-264
83
$97.2K 0.05%
+12,029
84
$59.1K 0.03%
10,881
-1,400
85
$7.99K ﹤0.01%
18
86
– –
-6,805
87
– –
-1,601
88
– –
-11,819
89
– –
-3,342
90
– –
-39,490
91
– –
-3,192
92
– –
-2,647
93
– –
-10,262
94
– –
-2,407
95
– –
-740
96
– –
-1,599
97
– –
-10,268
98
– –
-984
99
– –
-2,342
100
– –
-7,529
1 2 3
4
5