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
$224M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.11M
3
+$514K
4
ADBE icon
Adobe
ADBE
+$500K
5
AOS icon
A.O. Smith
AOS
+$418K

Top Sells

1
+$494K
2
+$400K
3
+$390K
4
DHR icon
Danaher
DHR
+$360K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$333K

Sector Composition

1 Technology 7.43%
2 Industrials 4.05%
3 Healthcare 3.95%
4 Financials 1.77%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.1%
+1,450
77
$220K 0.1%
3,132
78
$217K 0.1%
+834
79
$215K 0.1%
+2,613
80
$210K 0.09%
3,841
+257
81
$208K 0.09%
+853
82
$200K 0.09%
+442
83
$141K 0.06%
18,619
+82
84
$138K 0.06%
35,363
-251
85
$125K 0.06%
44,906
-438
86
$107K 0.05%
13,956
+916
87
$104K 0.05%
10,000
88
$92.8K 0.04%
20,167
+2,057
89
$63.4K 0.03%
24,099
+10,875
90
– –
-909
91
– –
-1,932
92
– –
-1,111
93
– –
-5,657
94
– –
-920
95
– –
-6,844
96
– –
-1,584
97
– –
-1,634
98
– –
-1,706
99
– –
-1,471
100
– –
-1,107
1 2 3
4
5