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
$211M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$474K
3
+$456K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$429K
5
ADSK icon
Autodesk
ADSK
+$406K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$373K
5
JNJ icon
Johnson & Johnson
JNJ
+$364K

Sector Composition

1 Technology 6.69%
2 Healthcare 3.86%
3 Industrials 3.15%
4 Financials 1.73%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$145K 0.07%
35,614
+3,029
77
$138K 0.07%
11,739
+262
78
$110K 0.05%
45,344
+2,984
79
$105K 0.05%
10,000
80
$104K 0.05%
13,040
+1,106
81
$82.2K 0.04%
18,110
+6,343
82
$37K 0.02%
+13,224
83
$26.6K 0.01%
+20,000
84
– –
-3,778
85
– –
-1,984
86
– –
-718
87
– –
-1,381
88
– –
-2,568
89
– –
-1,585
90
– –
-1,329
91
– –
-442
92
– –
-4,210
93
– –
-1,038
94
– –
-2,395
95
– –
-1,880
96
– –
-845
97
– –
-5,927
98
– –
-10,594
99
– –
-3,139
100
– –
-1,983
1 2 3
4
5