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
$436M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.06M
3 +$926K
4
NVDA icon
NVIDIA
NVDA
+$802K
5
AAPL icon
Apple
AAPL
+$768K

Top Sells

1 +$913K
2 +$695K
3 +$653K
4
ADSK icon
Autodesk
ADSK
+$569K
5
NDAQ icon
Nasdaq
NDAQ
+$503K

Sector Composition

1 Technology 4.91%
2 Industrials 2.99%
3 Utilities 2.06%
4 Financials 1.52%
5 Healthcare 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
101
iShares Core MSCI EAFE ETF
IEFA
$160B
$258K 0.06%
2,953
-394
YORW icon
102
York Water
YORW
$463M
$257K 0.06%
8,437
+4,611
GEV icon
103
GE Vernova
GEV
$163B
$255K 0.06%
414
+316
UBER icon
104
Uber
UBER
$182B
$245K 0.06%
2,500
RDY icon
105
Dr. Reddy's Laboratories
RDY
$11.7B
$245K 0.06%
17,512
+1,675
LEN icon
106
Lennar Class A
LEN
$32B
$241K 0.06%
1,916
+1,694
ECL icon
107
Ecolab
ECL
$76.7B
$241K 0.06%
878
+390
BG icon
108
Bunge Global
BG
$18.6B
$240K 0.06%
2,951
+589
AOS icon
109
A.O. Smith
AOS
$9.18B
$238K 0.05%
3,236
+1,812
TFC icon
110
Truist Financial
TFC
$59.5B
$235K 0.05%
+5,147
ROL icon
111
Rollins
ROL
$29.3B
$235K 0.05%
3,993
+312
PSO icon
112
Pearson
PSO
$8.31B
$233K 0.05%
16,449
+1,299
IR icon
113
Ingersoll Rand
IR
$31.3B
$233K 0.05%
2,816
+2,768
ARTNA icon
114
Artesian Resources
ARTNA
$318M
$233K 0.05%
7,134
+3,921
PRM icon
115
Perimeter Solutions
PRM
$4.07B
$232K 0.05%
10,344
-2,739
TEF icon
116
Telefonica
TEF
$23.5B
$226K 0.05%
44,539
+3,766
CVX icon
117
Chevron
CVX
$300B
$224K 0.05%
+1,441
AON icon
118
Aon
AON
$74.3B
$222K 0.05%
622
VUG icon
119
Vanguard Growth ETF
VUG
$202B
$221K 0.05%
462
LMT icon
120
Lockheed Martin
LMT
$102B
$221K 0.05%
442
CSCO icon
121
Cisco
CSCO
$304B
$221K 0.05%
3,223
-3,993
AXON icon
122
Axon Enterprise
AXON
$42.4B
$220K 0.05%
307
-264
SHG icon
123
Shinhan Financial Group
SHG
$27B
$211K 0.05%
4,181
+346
COF icon
124
Capital One
COF
$142B
$210K 0.05%
987
+709
DVY icon
125
iShares Select Dividend ETF
DVY
$20.6B
$203K 0.05%
1,431