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

Top Buys

1
+$3.47M
2
+$2.39M
3
+$374K
4
ANET icon
Arista Networks
ANET
+$332K
5
MA icon
Mastercard
MA
+$307K

Top Sells

1
+$489K
2
+$477K
3
+$458K
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
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-3,192
88
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-4,821
89
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-2,734
90
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-1,177
91
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-512
92
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-2,122
93
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94
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-8,492
95
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-3,359
96
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-5,613
97
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-18,902
98
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-2,774
99
– –
-1,006
100
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-7,178
1 2 3
4
5