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
$107M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$380K
3
+$353K
4
NKE icon
Nike
NKE
+$326K
5
STN icon
Stantec
STN
+$324K

Top Sells

1
+$631K
2
+$538K
3
+$470K
4
WMT icon
Walmart Inc
WMT
+$468K
5
HPP
Hudson Pacific Properties
HPP
+$373K

Sector Composition

1 Technology 10.19%
2 Healthcare 7.23%
3 Industrials 3.68%
4 Communication Services 2.96%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-4,401
102
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-7,500
103
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-11,343
104
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-589
105
– –
-11,290
106
– –
-2,164
107
– –
-1,108
108
– –
-8,096
109
– –
-2,875
110
– –
-9,414
111
– –
-4,949
112
– –
-1,216
1 2 3 4
5