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

Top Buys

1
+$779K
2
+$494K
3
+$458K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$423K
5
ADSK icon
Autodesk
ADSK
+$400K

Top Sells

1
+$458K
2
+$447K
3
+$429K
4
CBOE icon
Cboe Global Markets
CBOE
+$360K
5
NDAQ icon
Nasdaq
NDAQ
+$358K

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%
11,383
+254
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
– –
-932
85
– –
-1,983
86
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-102
87
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-6,001
88
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-2,609
89
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-3,778
90
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-1,984
91
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-718
92
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-1,381
93
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-2,568
94
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-1,585
95
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-1,329
96
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-442
97
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-4,210
98
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-796
99
– –
-7,187
100
– –
-10,594
1 2 3
4
5