GWM

Gitterman Wealth Management Portfolio holdings

AUM $436M
1-Year Est. Return 11.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.23M
3
+$918K
4
DLR icon
Digital Realty Trust
DLR
+$457K
5
INTU icon
Intuit
INTU
+$419K

Top Sells

1
+$3.4M
2
+$1.05M
3
+$975K
4
VUG icon
Vanguard Growth ETF
VUG
+$515K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$475K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.64%
3 Real Estate 4.74%
4 Communication Services 3.76%
5 Financials 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-401
102
– –
-2,140
103
– –
-3,664
104
– –
-899
105
– –
-4,556
106
– –
-6,751
107
– –
-18,733
108
– –
-1,218
1 2 3 4
5