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
$259M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
CMG icon
Chipotle Mexican Grill
CMG
+$388K

Top Sells

1
+$925K
2
+$670K
3
+$653K
4
AFL icon
Aflac
AFL
+$501K
5
GE icon
GE Aerospace
GE
+$493K

Sector Composition

1 Technology 6.87%
2 Healthcare 3.65%
3 Industrials 3.16%
4 Financials 2.09%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.1%
+2,030
77
$244K 0.09%
1,018
-134
78
$243K 0.09%
1,476
79
$243K 0.09%
22,685
+339
80
$242K 0.09%
1,233
+138
81
$242K 0.09%
+3,385
82
$241K 0.09%
137,108
+841
83
$237K 0.09%
7,984
+1,197
84
$234K 0.09%
1,158
-451
85
$230K 0.09%
+2,365
86
$227K 0.09%
3,132
87
$227K 0.09%
+289
88
$227K 0.09%
1,763
-319
89
$226K 0.09%
+744
90
$222K 0.09%
+14,580
91
$219K 0.08%
+799
92
$219K 0.08%
+4,040
93
$219K 0.08%
2,227
+27
94
$214K 0.08%
+1,220
95
$213K 0.08%
+384
96
$210K 0.08%
373
-62
97
$207K 0.08%
+1,370
98
$207K 0.08%
1,062
-128
99
$206K 0.08%
442
100
$205K 0.08%
+1,660
2 3
4
5 6