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
$239M
AUM Growth
-$471K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$705K
3
+$590K
4
AON icon
Aon
AON
+$508K
5
PRMB
Primo Brands
PRMB
+$471K

Top Sells

1
+$492K
2
+$455K
3
+$390K
4
EBAY icon
eBay
EBAY
+$370K
5
LII icon
Lennox International
LII
+$340K

Sector Composition

1 Technology 8.05%
2 Industrials 4.45%
3 Healthcare 3.39%
4 Financials 3.38%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.12%
1,533
+48
77
$284K 0.12%
981
+2
78
$279K 0.12%
7,472
+1,603
79
$278K 0.12%
2,228
-705
80
$271K 0.11%
+982
81
$267K 0.11%
150,976
+11,115
82
$267K 0.11%
1,310
+162
83
$266K 0.11%
+1,497
84
$266K 0.11%
1,501
+4
85
$263K 0.11%
+3,066
86
$257K 0.11%
5,189
+429
87
$254K 0.11%
+3,111
88
$252K 0.11%
4,327
-361
89
$251K 0.11%
15,924
+1,104
90
$248K 0.1%
15,397
+1,276
91
$241K 0.1%
483
+26
92
$239K 0.1%
18,046
-2,393
93
$236K 0.1%
410
+25
94
$231K 0.1%
2,320
+313
95
$231K 0.1%
+10,964
96
$230K 0.1%
2,980
+59
97
$230K 0.1%
+1,907
98
$228K 0.1%
+873
99
$227K 0.09%
+666
100
$227K 0.09%
238
-39
2 3
4
5 6