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
$240M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$9.38M
3
+$6.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.48M
5
XOM icon
Exxon Mobil
XOM
+$874K

Top Sells

1
+$103M
2
+$468K
3
+$467K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$426K
5
MA icon
Mastercard
MA
+$423K

Sector Composition

1 Technology 7.9%
2 Industrials 4.4%
3 Healthcare 3.81%
4 Financials 2.93%
5 Utilities 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.11%
+579
77
$270K 0.11%
1,176
+18
78
$267K 0.11%
969
+11
79
$261K 0.11%
292
+3
80
$260K 0.11%
+524
81
$258K 0.11%
442
82
$258K 0.11%
+82
83
$248K 0.1%
1,392
+22
84
$248K 0.1%
277
+11
85
$247K 0.1%
+2,208
86
$247K 0.1%
18,355
+738
87
$247K 0.1%
2,365
88
$245K 0.1%
2,260
+33
89
$240K 0.1%
+4,804
90
$236K 0.1%
+3,585
91
$236K 0.1%
457
+6
92
$236K 0.1%
14,820
+240
93
$234K 0.1%
+862
94
$230K 0.1%
4,449
-4,833
95
$230K 0.1%
2,360
-3,623
96
$230K 0.1%
+3,795
97
$230K 0.1%
+877
98
$229K 0.1%
+1,104
99
$229K 0.1%
+2,198
100
$228K 0.1%
2,007
-23
2 3
4
5 6