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
$124M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$832K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$353K
5
AAPL icon
Apple
AAPL
+$342K

Top Sells

1
+$3.93M
2
+$1.34M
3
+$504K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$492K
5
INTU icon
Intuit
INTU
+$435K

Sector Composition

1 Technology 11.8%
2 Healthcare 6.74%
3 Financials 4.68%
4 Industrials 3.94%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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