GWM

Gitterman Wealth Management Portfolio holdings

AUM $429M
1-Year Est. Return 11.02%
This Quarter Est. Return
1 Year Est. Return
+11.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.7M
3
+$6.1M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.06M
5
AFL icon
Aflac
AFL
+$501K

Top Sells

1
+$21M
2
+$1.59M
3
+$607K
4
NVO icon
Novo Nordisk
NVO
+$514K
5
ADBE icon
Adobe
ADBE
+$500K

Sector Composition

1 Technology 6.35%
2 Industrials 3.63%
3 Healthcare 3.23%
4 Financials 2.2%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.1%
621
+52
77
$250K 0.1%
834
-19
78
$244K 0.09%
435
+7
79
$242K 0.09%
1,476
+26
80
$238K 0.09%
+1,095
81
$234K 0.09%
1,765
-1
82
$232K 0.09%
3,132
83
$230K 0.09%
3,990
-2,060
84
$230K 0.09%
2,374
-1,674
85
$230K 0.09%
+2,200
86
$218K 0.08%
+2,082
87
$215K 0.08%
+354
88
$212K 0.08%
1,097
-300
89
$207K 0.08%
1,190
-134
90
$207K 0.08%
601
-959
91
$206K 0.08%
22,346
+3,727
92
$205K 0.08%
23,430
+9,474
93
$205K 0.08%
+6,787
94
$204K 0.08%
+817
95
$201K 0.08%
442
96
$173K 0.07%
23,362
+3,195
97
$164K 0.06%
37,139
+1,776
98
$134K 0.05%
46,660
+1,754
99
$129K 0.05%
32,540
+8,441
100
$126K 0.05%
3,248
-593
1 2 3
4
5