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
$429M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.4M
3
+$918K
4
ADSK icon
Autodesk
ADSK
+$569K
5
VZ icon
Verizon
VZ
+$505K

Top Sells

1
+$699K
2
+$458K
3
+$455K
4
GS icon
Goldman Sachs
GS
+$448K
5
HCA icon
HCA Healthcare
HCA
+$431K

Sector Composition

1 Technology 5.15%
2 Industrials 3.52%
3 Healthcare 2.34%
4 Financials 2.33%
5 Utilities 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
76
Ford
F
$52.6B
$324K 0.08%
+29,877
PRMB
77
Primo Brands
PRMB
$6.08B
$322K 0.08%
10,863
+2,690
MA icon
78
Mastercard
MA
$490B
$320K 0.07%
569
-808
LRCX icon
79
Lam Research
LRCX
$186B
$313K 0.07%
+3,219
SILA
80
Sila Realty Trust
SILA
$1.3B
$307K 0.07%
+12,977
WTFC icon
81
Wintrust Financial
WTFC
$8.59B
$307K 0.07%
2,473
+69
CIBR icon
82
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$302K 0.07%
3,991
+195
NFLX icon
83
Netflix
NFLX
$471B
$299K 0.07%
+223
SMH icon
84
VanEck Semiconductor ETF
SMH
$35.1B
$298K 0.07%
1,068
+79
HSBC icon
85
HSBC
HSBC
$249B
$297K 0.07%
4,890
-81
HUBB icon
86
Hubbell
HUBB
$23B
$292K 0.07%
+714
WMS icon
87
Advanced Drainage Systems
WMS
$11.2B
$290K 0.07%
2,520
+525
CIG icon
88
CEMIG Preferred Shares
CIG
$6.04B
$290K 0.07%
147,721
-3,883
IEFA icon
89
iShares Core MSCI EAFE ETF
IEFA
$158B
$279K 0.07%
3,347
SBAC icon
90
SBA Communications
SBAC
$21B
$278K 0.06%
1,183
-30
CAH icon
91
Cardinal Health
CAH
$48.8B
$273K 0.06%
1,625
-1,349
TYL icon
92
Tyler Technologies
TYL
$20.1B
$270K 0.06%
456
+38
MRK icon
93
Merck
MRK
$231B
$270K 0.06%
3,407
+1,068
WM icon
94
Waste Management
WM
$84.3B
$266K 0.06%
1,163
+23
KB icon
95
KB Financial Group
KB
$32.2B
$264K 0.06%
+3,200
POOL icon
96
Pool Corp
POOL
$9.03B
$264K 0.06%
903
-78
NGG icon
97
National Grid
NGG
$76.8B
$261K 0.06%
3,508
-290
LLY icon
98
Eli Lilly
LLY
$918B
$261K 0.06%
335
-358
LNN icon
99
Lindsay Corp
LNN
$1.19B
$258K 0.06%
1,792
+14
FSV icon
100
FirstService
FSV
$7.14B
$254K 0.06%
1,456
+12
2 3
4
5 6