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
$377M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$49M
3
+$23.4M
4
GLD icon
SPDR Gold Trust
GLD
+$22.8M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$15.7M

Top Sells

1
+$25.1M
2
+$9.86M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$535K
5
AAPL icon
Apple
AAPL
+$485K

Sector Composition

1 Technology 4.25%
2 Industrials 2.42%
3 Healthcare 2.33%
4 Financials 2.05%
5 Utilities 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.08%
981
77
$298K 0.08%
566
-62
78
$297K 0.08%
+1,767
79
$293K 0.08%
+4,617
80
$290K 0.08%
8,173
-7,138
81
$287K 0.08%
1,728
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82
$285K 0.08%
4,971
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83
$270K 0.07%
2,404
+31
84
$267K 0.07%
151,604
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85
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1,213
-97
86
$264K 0.07%
1,140
-1,681
87
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+3,347
88
$251K 0.07%
7,609
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89
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90
$247K 0.07%
2,257
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91
$247K 0.07%
15,422
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92
$247K 0.07%
485
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93
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418
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94
$242K 0.06%
3,798
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95
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96
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97
$240K 0.06%
1,444
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98
$239K 0.06%
+3,796
99
$238K 0.06%
+27,355
100
$234K 0.06%
11,000
+36
2 3
4
5 6